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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
2026
Q2 		$266K Buy
+1,606
New +$231K ﹤0.01% 1033
2025
Q4 		– Sell
-154
Closed -$16.2K – 2438
2025
Q3 		$16.2K Buy
+154
New +$14.8K ﹤0.01% 1788

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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

Wealthspire Advisors (New York)'s QTUM Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Defiance Quantum ETF (QTUM) in Q2 2026: 1,606 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #1033 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in QTUM as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in QTUM in Q3 2025 and has held it in 2 quarters since. 562 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Wealthspire Advisors (New York) held 1,606 shares of Defiance Quantum ETF worth $266K as of Q2 2026.
  • Defiance Quantum ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Defiance Quantum ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1033 holding.
  • Wealthspire Advisors (New York) first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 2 quarters since.
  • 562 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.