HWA
XMAG

HHM Wealth Advisors’s Defiance Large Cap ex-Mag 7 ETF XMAG Stock Holding History

HHM Wealth 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 		– Sell
-138
Closed -$3.07K – 955
2026
Q1 		$3.07K Buy
+138
New +$3.15K ﹤0.01% 778

Other funds holding XMAG

TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
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
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
MG
McHugh Group Bratenahl, Ohio $196M AUM 31.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
VF
Vawter Financial Columbus, Ohio $266M AUM 19.21% 1-Year Est. Return

HHM Wealth Advisors's XMAG Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Defiance Large Cap ex-Mag 7 ETF (XMAG) in Q2 2026, closing a stake of 138 shares — an estimated $3.07K sold.

HHM Wealth Advisors first reported a position in XMAG in Q1 2026 and held it in 1 quarter. The position peaked at $3.07K in Q1 2026. 14 funds tracked by Wall St. Rank hold XMAG as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Defiance Large Cap ex-Mag 7 ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 138 Defiance Large Cap ex-Mag 7 ETF shares in Q2 2026, an estimated $3.07K.
  • HHM Wealth Advisors first reported a position in Defiance Large Cap ex-Mag 7 ETF in Q1 2026 and held it in 1 quarter.
  • HHM Wealth Advisors's Defiance Large Cap ex-Mag 7 ETF position peaked at $3.07K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.