APFP
XMAG

Action Point Financial Planning’s Defiance Large Cap ex-Mag 7 ETF XMAG Stock Holding History

Action Point Financial Planning’s Portfolio XMAG Stock Details XMAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.3K Buy
+664
New +$16.2K ﹤0.01% 1186

Other funds holding XMAG

TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Action Point Financial Planning's XMAG Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Defiance Large Cap ex-Mag 7 ETF (XMAG) in Q2 2026: 664 shares worth $17.3K. The stake represents ﹤0.01% of the portfolio and ranks #1186 among its holdings.

40 funds tracked by Wall St. Rank hold XMAG as of Q2 2026.

  • Action Point Financial Planning held 664 shares of Defiance Large Cap ex-Mag 7 ETF worth $17.3K as of Q2 2026.
  • Defiance Large Cap ex-Mag 7 ETF was a new Action Point Financial Planning position in Q2 2026.
  • Defiance Large Cap ex-Mag 7 ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1186 holding.
  • 40 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.