Stonebridge Financial Planning Group’s Defiance Quantum ETF QTUM Stock Holding History

Stonebridge Financial Planning Group’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	$2.01M	Buy	12,154 +1,995	+20%	+$287K	0.64%	44
2026 Q1	$1.09M	Buy	10,159 +1,201	+13%	+$138K	0.4%	75
2025 Q4	$982K	Buy	8,958 +2,577	+40%	+$284K	0.35%	84
2025 Q3	$669K	Buy	6,381 +2,364	+59%	+$227K	0.25%	106
2025 Q2	$369K	Buy	4,017 +367	+10%	+$29.7K	0.15%	126
2025 Q1	$272K	Buy	3,650 +1,130	+45%	+$91.4K	0.12%	144
2024 Q4	$204K	Buy	+2,520	New	+$174K	0.09%	157

Other funds holding QTUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Stonebridge Financial Planning Group's QTUM Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its Defiance Quantum ETF (QTUM) stake by 20% in Q2 2026, buying an estimated $287K and bringing the position to 12,154 shares worth $2.01M. The position accounts for 0.64% of the portfolio, ranked #44.

Stonebridge Financial Planning Group first reported a position in QTUM in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

Stonebridge Financial Planning Group held 12,154 shares of Defiance Quantum ETF worth $2.01M as of Q2 2026.
Stonebridge Financial Planning Group bought 1,995 Defiance Quantum ETF shares in Q2 2026, an estimated $287K.
Defiance Quantum ETF made up 0.64% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #44 holding.
Stonebridge Financial Planning Group first reported a position in Defiance Quantum ETF in Q4 2024 and has held it in 7 quarters since.
558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.