Quantum Financial Planning Services: Recent ETF Purchases and Stock Holdings Analysis

This quarter, Quantum Financial Planning Services Inc. significantly increased its holdings in VUG by over half, added new positions including JIRE and JCPB, while reducing exposure to BND.

By Insiderset.Jul 18, 2026, 12:31 AM
Quantum Financial Planning Services: Recent ETF Purchases and Stock Holdings Analysis
This quarter, Quantum Financial Planning Services Inc. significantly increased its holdings in VUG by over half, added new positions including JIRE and JCPB, while reducing exposure to BND.
Quantum Financial Planning Services: Recent ETF Purchases and Stock Holdings Analysis | InsiderSet