SFS
QTUM icon

Sowell Financial Services’s Defiance Quantum ETF QTUM Stock Holding History

Sowell Financial Services’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 		$1M Buy
6,057
+140
+2% +$20.1K 0.03% 462
2026
Q1 		$635K Sell
5,917
-505
-8% -$57.8K 0.02% 570
2025
Q4 		$704K Buy
6,422
+3,102
+93% +$342K 0.03% 536
2025
Q3 		$348K Buy
3,320
+328
+11% +$31.4K 0.01% 766
2025
Q2 		$275K Buy
+2,992
New +$242K 0.01% 824

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

Sowell Financial Services's QTUM Position: Q2 2026 in Review

Sowell Financial Services increased its Defiance Quantum ETF (QTUM) stake by 2.4% in Q2 2026, buying an estimated $20.1K and bringing the position to 6,057 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #462.

Sowell Financial Services first reported a position in QTUM in Q2 2025 and has held it in 5 quarters since. 561 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Sowell Financial Services held 6,057 shares of Defiance Quantum ETF worth $1M as of Q2 2026.
  • Sowell Financial Services bought 140 Defiance Quantum ETF shares in Q2 2026, an estimated $20.1K.
  • Defiance Quantum ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #462 holding.
  • Sowell Financial Services first reported a position in Defiance Quantum ETF in Q2 2025 and has held it in 5 quarters since.
  • 561 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.