CAPTRUST Financial Advisors
XMAG

CAPTRUST Financial Advisors’s Defiance Large Cap ex-Mag 7 ETF XMAG Stock Holding History

CAPTRUST Financial Advisors’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 		$267K Buy
+10,221
New +$249K ﹤0.01% 2678

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

CAPTRUST Financial Advisors's XMAG Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Defiance Large Cap ex-Mag 7 ETF (XMAG) in Q2 2026: 10,221 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #2678 among its holdings.

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

  • CAPTRUST Financial Advisors held 10,221 shares of Defiance Large Cap ex-Mag 7 ETF worth $267K as of Q2 2026.
  • Defiance Large Cap ex-Mag 7 ETF was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Defiance Large Cap ex-Mag 7 ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2678 holding.
  • 41 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.