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Sonora Investment Management’s Defiance Quantum ETF QTUM Stock Holding History

Sonora Investment Management’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
2021
Q3 		$11K Hold
224
– – ﹤0.01% 761
2021
Q2 		$11K Buy
+224
New +$10.8K ﹤0.01% 697

Other funds holding QTUM

CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $35.1M AUM 38.91% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sonora Investment Management's QTUM Position: Q3 2021 in Review

Sonora Investment Management held its Defiance Quantum ETF (QTUM) position steady in Q3 2021 at 224 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Sonora Investment Management first reported a position in QTUM in Q2 2021 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold QTUM as of Q3 2021.

  • Sonora Investment Management held 224 shares of Defiance Quantum ETF worth $11K as of Q3 2021.
  • Sonora Investment Management left its Defiance Quantum ETF share count unchanged in Q3 2021.
  • Defiance Quantum ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #761 holding.
  • Sonora Investment Management first reported a position in Defiance Quantum ETF in Q2 2021 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.