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WESPAC Advisors SoCal’s Defiance Quantum ETF QTUM Stock Holding History

WESPAC Advisors SoCal’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 		$442K Buy
2,671
+101
+4% +$14.5K 0.08% 96
2026
Q1 		$276K Sell
2,570
-922
-26% -$106K 0.06% 106
2025
Q4 		$383K Buy
+3,492
New +$385K 0.08% 93

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

WESPAC Advisors SoCal's QTUM Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Defiance Quantum ETF (QTUM) stake by 3.9% in Q2 2026, buying an estimated $14.5K and bringing the position to 2,671 shares worth $442K. The position accounts for 0.08% of the portfolio, ranked #96.

WESPAC Advisors SoCal first reported a position in QTUM in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • WESPAC Advisors SoCal held 2,671 shares of Defiance Quantum ETF worth $442K as of Q2 2026.
  • WESPAC Advisors SoCal bought 101 Defiance Quantum ETF shares in Q2 2026, an estimated $14.5K.
  • Defiance Quantum ETF made up 0.08% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #96 holding.
  • WESPAC Advisors SoCal first reported a position in Defiance Quantum ETF in Q4 2025 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.