WIM
QTUM icon

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

Westside 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 		$3.31K Hold
20
– – ﹤0.01% 1286
2026
Q1 		$2.15K Hold
20
– – ﹤0.01% 1325
2025
Q4 		$2.19K Hold
20
– – ﹤0.01% 1310
2025
Q3 		$2.1K Hold
20
– – ﹤0.01% 1319
2025
Q2 		$1.84K Hold
20
– – ﹤0.01% 1219
2025
Q1 		$1.49K Hold
20
– – ﹤0.01% 911
2024
Q4 		$1.62K Hold
20
– – ﹤0.01% 915
2024
Q3 		$1.25K Buy
+20
New +$1.23K ﹤0.01% 939

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

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

Westside Investment Management held its Defiance Quantum ETF (QTUM) position steady in Q2 2026 at 20 shares worth $3.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Westside Investment Management first reported a position in QTUM in Q3 2024 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Westside Investment Management held 20 shares of Defiance Quantum ETF worth $3.31K as of Q2 2026.
  • Westside Investment Management left its Defiance Quantum ETF share count unchanged in Q2 2026.
  • Defiance Quantum ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1286 holding.
  • Westside Investment Management first reported a position in Defiance Quantum ETF in Q3 2024 and has held it in 8 quarters since.
  • 558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.