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United Capital Financial Advisors’s Defiance Quantum ETF QTUM Stock Holding History

United Capital Financial Advisors’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 		$413K Buy
+2,504
New +$360K ﹤0.01% 1217
2026
Q1 		– Sell
-2,186
Closed -$240K – 1665
2025
Q4 		$240K Buy
+2,186
New +$241K ﹤0.01% 1260

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

United Capital Financial Advisors's QTUM Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in Defiance Quantum ETF (QTUM) in Q2 2026: 2,504 shares worth $413K. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings. This is a return to the name: United Capital Financial Advisors previously reported a position in QTUM as recently as Q4 2025.

United Capital Financial Advisors first reported a position in QTUM in Q4 2025 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • United Capital Financial Advisors held 2,504 shares of Defiance Quantum ETF worth $413K as of Q2 2026.
  • Defiance Quantum ETF was a new United Capital Financial Advisors position in Q2 2026.
  • Defiance Quantum ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1217 holding.
  • United Capital Financial Advisors first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 2 quarters since.
  • 558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.