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Stone House Investment Management’s Defiance Quantum ETF QTUM Stock Holding History

Stone House 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
2025
Q4 		– Sell
-200
Closed -$21K – 920
2025
Q3 		$21K Buy
+200
New +$19.2K ﹤0.01% 223

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Bank of America
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PWM
Parkway Wealth Management Plano, Texas $866M AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stone House Investment Management's QTUM Position: Q4 2025 in Review

Stone House Investment Management sold out of Defiance Quantum ETF (QTUM) in Q4 2025, closing a stake of 200 shares — an estimated $21K sold.

Stone House Investment Management first reported a position in QTUM in Q3 2025 and held it in 1 quarter. The position peaked at $21K in Q3 2025. 412 funds tracked by Wall St. Rank hold QTUM as of Q4 2025.

  • Stone House Investment Management reported no remaining Defiance Quantum ETF position as of Q4 2025 after selling out during the quarter.
  • Stone House Investment Management sold 200 Defiance Quantum ETF shares in Q4 2025, an estimated $21K.
  • Stone House Investment Management first reported a position in Defiance Quantum ETF in Q3 2025 and held it in 1 quarter.
  • Stone House Investment Management's Defiance Quantum ETF position peaked at $21K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q4 2025.

Based on Stone House Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.