Cooper/Haims Advisors’s Defiance Large Cap ex-Mag 7 ETF XMAG Stock Holding History

Cooper/Haims 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 Q3	$652K	Buy	+25,692	New	+$663K	0.28%	45

Other funds holding XMAG

MLP3 LLC Linwood, New Jersey $116M AUM 11.27% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Wealth Advisory Team Bellevue, Kentucky $122M AUM

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Cooper/Haims Advisors's XMAG Position: Q3 2026 in Review

Cooper/Haims Advisors opened a new position in Defiance Large Cap ex-Mag 7 ETF (XMAG) in Q3 2026: 25,692 shares worth $652K. The stake represents 0.28% of the portfolio and ranks #45 among its holdings.

34 funds tracked by Wall St. Rank hold XMAG as of Q3 2026.

Cooper/Haims Advisors held 25,692 shares of Defiance Large Cap ex-Mag 7 ETF worth $652K as of Q3 2026.
Defiance Large Cap ex-Mag 7 ETF was a new Cooper/Haims Advisors position in Q3 2026.
Defiance Large Cap ex-Mag 7 ETF made up 0.28% of Cooper/Haims Advisors's portfolio in Q3 2026, its #45 holding.
34 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q3 2026.

Based on Cooper/Haims Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.