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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ML
MLP3 LLC Linwood, New Jersey $90.7M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

Madison Wealth Partners's XMAG Position: Q1 2026 in Review

Madison Wealth Partners sold out of Defiance Large Cap ex-Mag 7 ETF (XMAG) in Q1 2026, closing a stake of 9,804 shares — an estimated $221K sold.

Madison Wealth Partners first reported a position in XMAG in Q2 2025 and held it in 3 quarters. The position peaked at $221K in Q4 2025. 35 funds tracked by Wall St. Rank hold XMAG as of Q1 2026.

  • Madison Wealth Partners reported no remaining Defiance Large Cap ex-Mag 7 ETF position as of Q1 2026 after selling out during the quarter.
  • Madison Wealth Partners sold 9,804 Defiance Large Cap ex-Mag 7 ETF shares in Q1 2026, an estimated $221K.
  • Madison Wealth Partners first reported a position in Defiance Large Cap ex-Mag 7 ETF in Q2 2025 and held it in 3 quarters.
  • Madison Wealth Partners's Defiance Large Cap ex-Mag 7 ETF position peaked at $221K in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.