PIS
XMAG

POM Investment Strategies’s Defiance Large Cap ex-Mag 7 ETF XMAG Stock Holding History

POM Investment Strategies’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 		$24.1K Hold
1,084
– – 0.03% 148
2025
Q4 		$24.5K Sell
1,084
-6,012
-85% -$134K 0.01% 99
2025
Q3 		$157K Hold
7,096
– – 0.09% 33
2025
Q2 		$151K Hold
7,096
– – 0.11% 27
2025
Q1 		$140K Buy
+7,096
New +$143K 0.16% 31

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 $11.5B AUM 18.82% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

POM Investment Strategies's XMAG Position: Q1 2026 in Review

POM Investment Strategies held its Defiance Large Cap ex-Mag 7 ETF (XMAG) position steady in Q1 2026 at 1,084 shares worth $24.1K. The position accounts for 0.03% of the portfolio, ranked #148.

POM Investment Strategies first reported a position in XMAG in Q1 2025 and has held it in 5 quarters since. The position peaked at $157K in Q3 2025. 35 funds tracked by Wall St. Rank hold XMAG as of Q1 2026.

  • POM Investment Strategies held 1,084 shares of Defiance Large Cap ex-Mag 7 ETF worth $24.1K as of Q1 2026.
  • POM Investment Strategies left its Defiance Large Cap ex-Mag 7 ETF share count unchanged in Q1 2026.
  • Defiance Large Cap ex-Mag 7 ETF made up 0.03% of POM Investment Strategies's portfolio in Q1 2026, its #148 holding.
  • POM Investment Strategies first reported a position in Defiance Large Cap ex-Mag 7 ETF in Q1 2025 and has held it in 5 quarters since.
  • POM Investment Strategies's Defiance Large Cap ex-Mag 7 ETF position peaked at $157K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.