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WJ Wealth Management’s Defiance Quantum ETF QTUM Stock Holding History

WJ Wealth 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
Q1 		$937K Buy
8,735
+21
+0.2% +$2.4K 0.44% 36
2025
Q4 		$956K Sell
8,714
-1
-0% -$110 0.42% 35
2025
Q3 		$1M Sell
8,715
-4,244
-33% -$407K 0.44% 34
2025
Q2 		$1.19M Buy
+12,959
New +$1.05M 0.38% 45

Other funds holding QTUM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWM
Parkway Wealth Management Plano, Texas $866M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WJ Wealth Management's QTUM Position: Q1 2026 in Review

WJ Wealth Management increased its Defiance Quantum ETF (QTUM) stake by 0.24% in Q1 2026, buying an estimated $2.4K and bringing the position to 8,735 shares worth $937K. The position accounts for 0.44% of the portfolio, ranked #36.

WJ Wealth Management first reported a position in QTUM in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q2 2025. 432 funds tracked by Wall St. Rank hold QTUM as of Q1 2026.

  • WJ Wealth Management held 8,735 shares of Defiance Quantum ETF worth $937K as of Q1 2026.
  • WJ Wealth Management bought 21 Defiance Quantum ETF shares in Q1 2026, an estimated $2.4K.
  • Defiance Quantum ETF made up 0.44% of WJ Wealth Management's portfolio in Q1 2026, its #36 holding.
  • WJ Wealth Management first reported a position in Defiance Quantum ETF in Q2 2025 and has held it in 4 quarters since.
  • WJ Wealth Management's Defiance Quantum ETF position peaked at $1.19M in Q2 2025.
  • 432 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q1 2026.

Based on WJ Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.