SF
QTUM icon

Summit Financial’s Defiance Quantum ETF QTUM Stock Holding History

Summit Financial’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 		$9.39M Buy
56,761
+30,854
+119% +$4.44M 0.1% 198
2026
Q1 		$2.78M Buy
25,907
+4,741
+22% +$543K 0.04% 483
2025
Q4 		$2.32M Buy
21,166
+3,824
+22% +$421K 0.03% 454
2025
Q3 		$1.82M Buy
+17,342
New +$1.66M 0.03% 500

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

Summit Financial's QTUM Position: Q2 2026 in Review

Summit Financial increased its Defiance Quantum ETF (QTUM) stake by 119% in Q2 2026, buying an estimated $4.44M and bringing the position to 56,761 shares worth $9.39M. The position accounts for 0.1% of the portfolio, ranked #198.

Summit Financial first reported a position in QTUM in Q3 2025 and has held it in 4 quarters since. 562 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Summit Financial held 56,761 shares of Defiance Quantum ETF worth $9.39M as of Q2 2026.
  • Summit Financial bought 30,854 Defiance Quantum ETF shares in Q2 2026, an estimated $4.44M.
  • Defiance Quantum ETF made up 0.1% of Summit Financial's portfolio in Q2 2026, its #198 holding.
  • Summit Financial first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 4 quarters since.
  • 562 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.