GRP
XMAG

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
2026
Q2 		$1.96K Buy
+75
New +$1.83K ﹤0.01% 4032
2025
Q4 		$1.69K Buy
+75
New +$1.68K ﹤0.01% 3774

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

Global Retirement Partners's XMAG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Defiance Large Cap ex-Mag 7 ETF (XMAG) in Q2 2026: 75 shares worth $1.96K. The stake represents ﹤0.01% of the portfolio and ranks #4032 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XMAG as recently as Q4 2025.

Global Retirement Partners first reported a position in XMAG in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold XMAG as of Q2 2026.

  • Global Retirement Partners held 75 shares of Defiance Large Cap ex-Mag 7 ETF worth $1.96K as of Q2 2026.
  • Defiance Large Cap ex-Mag 7 ETF was a new Global Retirement Partners position in Q2 2026.
  • Defiance Large Cap ex-Mag 7 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4032 holding.
  • Global Retirement Partners first reported a position in Defiance Large Cap ex-Mag 7 ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.