Global Retirement Partners’s Defiance Large Cap ex-Mag 7 ETF XMAG Stock Holding History

Global Retirement Partners’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	$1.69K	Buy	+75	New	+$1.68K	﹤0.01%	3774

Other funds holding XMAG

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

RWM

Refined Wealth Management Salt Lake City, Utah $158M AUM 24.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Global Retirement Partners's XMAG Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Defiance Large Cap ex-Mag 7 ETF (XMAG) in Q4 2025: 75 shares worth $1.69K. The stake represents ﹤0.01% of the portfolio and ranks #3774 among its holdings.

23 funds tracked by Wall St. Rank hold XMAG as of Q4 2025.

Global Retirement Partners held 75 shares of Defiance Large Cap ex-Mag 7 ETF worth $1.69K as of Q4 2025.
Defiance Large Cap ex-Mag 7 ETF was a new Global Retirement Partners position in Q4 2025.
Defiance Large Cap ex-Mag 7 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3774 holding.
23 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.