Winch Advisory Services’s Defiance Quantum ETF QTUM Stock Holding History

Winch Advisory Services’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	$7.18K	Hold	43	–	–	﹤0.01%	364
2026 Q1	$4.65K	Hold	43	–	–	﹤0.01%	370
2025 Q4	$4.75K	Hold	43	–	–	﹤0.01%	365
2025 Q3	$4.52K	Buy	+43	New	+$4.12K	﹤0.01%	364

Other funds holding QTUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Winch Advisory Services's QTUM Position: Q2 2026 in Review

Winch Advisory Services held its Defiance Quantum ETF (QTUM) position steady in Q2 2026 at 43 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Winch Advisory Services first reported a position in QTUM in Q3 2025 and has held it in 4 quarters since. 558 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

Winch Advisory Services held 43 shares of Defiance Quantum ETF worth $7.18K as of Q2 2026.
Winch Advisory Services left its Defiance Quantum ETF share count unchanged in Q2 2026.
Defiance Quantum ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #364 holding.
Winch Advisory Services first reported a position in Defiance Quantum ETF in Q3 2025 and has held it in 4 quarters since.
558 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.