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

WealthPlan 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
2026
Q2 		$410K Sell
2,478
-57
-2% -$8.19K 0.02% 358
2026
Q1 		$272K Buy
+2,535
New +$290K 0.02% 405

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

WealthPlan Investment Management's QTUM Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Defiance Quantum ETF (QTUM) stake by 2.2% in Q2 2026, selling an estimated $8.19K and leaving 2,478 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #358.

WealthPlan Investment Management first reported a position in QTUM in Q1 2026 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • WealthPlan Investment Management held 2,478 shares of Defiance Quantum ETF worth $410K as of Q2 2026.
  • WealthPlan Investment Management sold 57 Defiance Quantum ETF shares in Q2 2026, an estimated $8.19K.
  • Defiance Quantum ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #358 holding.
  • WealthPlan Investment Management first reported a position in Defiance Quantum ETF in Q1 2026 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 WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.