MWP
XMAG

Madison Wealth Partners’s Defiance Large Cap ex-Mag 7 ETF XMAG Stock Holding History

Madison Wealth 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 		$211K Buy
+8,088
New +$197K 0.03% 273
2026
Q1 		– Sell
-9,804
Closed -$221K – 231
2025
Q4 		$221K Hold
9,804
– – 0.04% 182
2025
Q3 		$217K Hold
9,804
– – 0.04% 167
2025
Q2 		$208K Buy
+9,804
New +$195K 0.05% 161

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

Madison Wealth Partners's XMAG Position: Q2 2026 in Review

Madison Wealth Partners opened a new position in Defiance Large Cap ex-Mag 7 ETF (XMAG) in Q2 2026: 8,088 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #273 among its holdings. This is a return to the name: Madison Wealth Partners previously reported a position in XMAG as recently as Q4 2025.

Madison Wealth Partners first reported a position in XMAG in Q2 2025 and has held it in 4 quarters since. The position peaked at $221K in Q4 2025. 41 funds tracked by Wall St. Rank hold XMAG as of Q2 2026.

  • Madison Wealth Partners held 8,088 shares of Defiance Large Cap ex-Mag 7 ETF worth $211K as of Q2 2026.
  • Defiance Large Cap ex-Mag 7 ETF was a new Madison Wealth Partners position in Q2 2026.
  • Defiance Large Cap ex-Mag 7 ETF made up 0.03% of Madison Wealth Partners's portfolio in Q2 2026, its #273 holding.
  • Madison Wealth Partners first reported a position in Defiance Large Cap ex-Mag 7 ETF in Q2 2025 and has held it in 4 quarters since.
  • Madison Wealth Partners's Defiance Large Cap ex-Mag 7 ETF position peaked at $221K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.