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Wealthspire Advisors (New York)’s Defiance Quantum ETF QTUM Stock Holding History

Wealthspire Advisors (New York)’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
-154
Closed -$16.2K – 2438
2025
Q3 		$16.2K Buy
+154
New +$14.8K ﹤0.01% 1788

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PWM
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Northwestern Mutual Wealth Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealthspire Advisors (New York)'s QTUM Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Defiance Quantum ETF (QTUM) in Q4 2025, closing a stake of 154 shares — an estimated $16.2K sold.

Wealthspire Advisors (New York) first reported a position in QTUM in Q3 2025 and held it in 1 quarter. The position peaked at $16.2K in Q3 2025. 412 funds tracked by Wall St. Rank hold QTUM as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Defiance Quantum ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 154 Defiance Quantum ETF shares in Q4 2025, an estimated $16.2K.
  • Wealthspire Advisors (New York) first reported a position in Defiance Quantum ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Defiance Quantum ETF position peaked at $16.2K in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.