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

Tortoise 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
-650
Closed -$68.2K – 1153
2025
Q3 		$68.2K Hold
650
– – 0.01% 353
2025
Q2 		$59.7K Hold
650
– – 0.01% 362
2025
Q1 		$48.4K Hold
650
– – 0.01% 381
2024
Q4 		$52.7K Hold
650
– – 0.01% 411
2024
Q3 		$40.6K Buy
650
+400
+160% +$24.5K ﹤0.01% 446
2024
Q2 		$15.7K Hold
250
– – ﹤0.01% 571
2024
Q1 		$15.3K Hold
250
– – ﹤0.01% 560
2023
Q4 		$13.6K Hold
250
– – ﹤0.01% 531
2023
Q3 		$12K Buy
+250
New +$12.5K ﹤0.01% 532

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
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 $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Tortoise Investment Management's QTUM Position: Q4 2025 in Review

Tortoise Investment Management sold out of Defiance Quantum ETF (QTUM) in Q4 2025, closing a stake of 650 shares — an estimated $68.2K sold.

Tortoise Investment Management first reported a position in QTUM in Q3 2023 and held it in 9 quarters. The position peaked at $68.2K in Q3 2025. 413 funds tracked by Wall St. Rank hold QTUM as of Q4 2025.

  • Tortoise Investment Management reported no remaining Defiance Quantum ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 650 Defiance Quantum ETF shares in Q4 2025, an estimated $68.2K.
  • Tortoise Investment Management first reported a position in Defiance Quantum ETF in Q3 2023 and held it in 9 quarters.
  • Tortoise Investment Management's Defiance Quantum ETF position peaked at $68.2K in Q3 2025.
  • 413 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.