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WMG Financial Advisors’s Defiance Quantum ETF QTUM Stock Holding History

WMG Financial Advisors’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
2025
Q4 		– Sell
-2,575
Closed -$270K – 187
2025
Q3 		$270K Buy
+2,575
New +$247K 0.09% 155

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PWM
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Northwestern Mutual Wealth Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WMG Financial Advisors's QTUM Position: Q4 2025 in Review

WMG Financial Advisors sold out of Defiance Quantum ETF (QTUM) in Q4 2025, closing a stake of 2,575 shares — an estimated $270K sold.

WMG Financial Advisors first reported a position in QTUM in Q3 2025 and held it in 1 quarter. The position peaked at $270K in Q3 2025. 410 funds tracked by Wall St. Rank hold QTUM as of Q4 2025.

  • WMG Financial Advisors reported no remaining Defiance Quantum ETF position as of Q4 2025 after selling out during the quarter.
  • WMG Financial Advisors sold 2,575 Defiance Quantum ETF shares in Q4 2025, an estimated $270K.
  • WMG Financial Advisors first reported a position in Defiance Quantum ETF in Q3 2025 and held it in 1 quarter.
  • WMG Financial Advisors's Defiance Quantum ETF position peaked at $270K in Q3 2025.
  • 410 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q4 2025.

Based on WMG Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.