IFP Advisors
XMAG icon

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

IFP 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 		$45.8K Hold
1,806
– – ﹤0.01% 2451
2026
Q2 		$47.1K Hold
1,806
– – ﹤0.01% 2438
2026
Q1 		$40.1K Buy
+1,806
New +$41.3K ﹤0.01% 2374

Other funds holding XMAG

Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Refined Wealth Management
Refined Wealth Management Salt Lake City, Utah $179M AUM 8.36% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
MG
McHugh Group Bratenahl, Ohio $204M AUM 25.59% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
PIS
POM Investment Strategies Raleigh, North Carolina $124M AUM 9.91% 1-Year Est. Return

IFP Advisors's XMAG Position: Q3 2026 in Review

IFP Advisors held its Defiance Large Cap ex-Mag 7 ETF (XMAG) position steady in Q3 2026 at 1,806 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

IFP Advisors first reported a position in XMAG in Q1 2026 and has held it in 3 quarters since. The position peaked at $47.1K in Q2 2026. 9 funds tracked by Wall St. Rank hold XMAG as of Q3 2026.

  • IFP Advisors held 1,806 shares of Defiance Large Cap ex-Mag 7 ETF worth $45.8K as of Q3 2026.
  • IFP Advisors left its Defiance Large Cap ex-Mag 7 ETF share count unchanged in Q3 2026.
  • Defiance Large Cap ex-Mag 7 ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2451 holding.
  • IFP Advisors first reported a position in Defiance Large Cap ex-Mag 7 ETF in Q1 2026 and has held it in 3 quarters since.
  • IFP Advisors's Defiance Large Cap ex-Mag 7 ETF position peaked at $47.1K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.