Planning Project LLC’s Defiance Large Cap ex-Mag 7 ETF XMAG Stock Holding History

Planning Project LLC’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	$363K	Buy	+13,930	New	+$340K	0.07%	24

Other funds holding XMAG

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

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

Planning Project LLC's XMAG Position: Q2 2026 in Review

Planning Project LLC opened a new position in Defiance Large Cap ex-Mag 7 ETF (XMAG) in Q2 2026: 13,930 shares worth $363K. The stake represents 0.07% of the portfolio and ranks #24 among its holdings.

41 funds tracked by Wall St. Rank hold XMAG as of Q2 2026.

Planning Project LLC held 13,930 shares of Defiance Large Cap ex-Mag 7 ETF worth $363K as of Q2 2026.
Defiance Large Cap ex-Mag 7 ETF was a new Planning Project LLC position in Q2 2026.
Defiance Large Cap ex-Mag 7 ETF made up 0.07% of Planning Project LLC's portfolio in Q2 2026, its #24 holding.
41 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q2 2026.

Based on Planning Project LLC's 13F filing for Q2 2026, filed 1 Sep 2026.