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SOA Wealth Advisors’s Defiance Quantum ETF QTUM Stock Holding History

SOA Wealth Advisors’s Portfolio QTUM Stock Details QTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$174K Buy
1,053
+107
+11% +$15.4K 0.03% 224
2026
Q1 		$101K Sell
946
-12
-1% -$1.37K 0.02% 270
2025
Q4 		$105K Buy
958
+79
+9% +$8.71K 0.02% 280
2025
Q3 		$92.2K Buy
879
+746
+561% +$71.5K 0.02% 301
2025
Q2 		$12.2K Buy
133
+81
+156% +$6.55K ﹤0.01% 573
2025
Q1 		$3.88K Sell
52
-108
-68% -$8.73K ﹤0.01% 653
2024
Q4 		$13K Buy
160
+69
+76% +$4.76K ﹤0.01% 522
2024
Q3 		$5.71K Sell
91
-86
-49% -$5.27K ﹤0.01% 595
2024
Q2 		$11.1K Buy
177
+86
+95% +$5.22K ﹤0.01% 522
2024
Q1 		$5.59K Buy
91
+61
+203% +$3.51K ﹤0.01% 606
2023
Q4 		$1.63K Buy
30
+5
+20% +$247 ﹤0.01% 720
2023
Q3 		$1.2K Buy
25
+20
+400% +$1K ﹤0.01% 756
2023
Q2 		$254 Buy
+5
New +$234 ﹤0.01% 868

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SOA Wealth Advisors's QTUM Position: Q2 2026 in Review

SOA Wealth Advisors increased its Defiance Quantum ETF (QTUM) stake by 11% in Q2 2026, buying an estimated $15.4K and bringing the position to 1,053 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #224.

SOA Wealth Advisors first reported a position in QTUM in Q2 2023 and has held it in 13 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • SOA Wealth Advisors held 1,053 shares of Defiance Quantum ETF worth $174K as of Q2 2026.
  • SOA Wealth Advisors bought 107 Defiance Quantum ETF shares in Q2 2026, an estimated $15.4K.
  • Defiance Quantum ETF made up 0.03% of SOA Wealth Advisors's portfolio in Q2 2026, its #224 holding.
  • SOA Wealth Advisors first reported a position in Defiance Quantum ETF in Q2 2023 and has held it in 13 quarters since.
  • 558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.