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Planning Strategies Inc.’s Defiance Quantum ETF QTUM Stock Holding History

Planning Strategies Inc.’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 		$16.8K Buy
+102
New +$14.7K 0.01% 265

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MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BI
BFI Infinity Zurich, Switzerland $337M AUM 45.22% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Planning Strategies Inc.'s QTUM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Defiance Quantum ETF (QTUM) in Q2 2026: 102 shares worth $16.8K. The stake represents 0.01% of the portfolio and ranks #265 among its holdings.

215 funds tracked by Wall St. Rank hold QTUM as of Q2 2026.

  • Planning Strategies Inc. held 102 shares of Defiance Quantum ETF worth $16.8K as of Q2 2026.
  • Defiance Quantum ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Defiance Quantum ETF made up 0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #265 holding.
  • 215 funds tracked by Wall St. Rank held Defiance Quantum ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.