CPG
XMAG

Cornerstone Planning Group’s Defiance Large Cap ex-Mag 7 ETF XMAG Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-7,397
Closed -$1.19M – 1862
2025
Q3 		$1.19M Buy
+7,397
New +$160K 0.19% 56

Other funds holding XMAG

BSG
Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ML
MLP3 LLC Linwood, New Jersey $90.7M AUM
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Planning Group's XMAG Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Defiance Large Cap ex-Mag 7 ETF (XMAG) in Q4 2025, closing a stake of 7,397 shares — an estimated $1.19M sold.

Cornerstone Planning Group first reported a position in XMAG in Q3 2025 and held it in 1 quarter. The position peaked at $1.19M in Q3 2025. 23 funds tracked by Wall St. Rank hold XMAG as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Defiance Large Cap ex-Mag 7 ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 7,397 Defiance Large Cap ex-Mag 7 ETF shares in Q4 2025, an estimated $1.19M.
  • Cornerstone Planning Group first reported a position in Defiance Large Cap ex-Mag 7 ETF in Q3 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Defiance Large Cap ex-Mag 7 ETF position peaked at $1.19M in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.