SIS
XMAG

Sound Income Strategies’s Defiance Large Cap ex-Mag 7 ETF XMAG Stock Holding History

Sound Income 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
Q2 		– Sell
-83
Closed -$1.85K – 2511
2026
Q1 		$1.85K Buy
+83
New +$1.9K ﹤0.01% 2169

Other funds holding XMAG

TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Sound Income Strategies's XMAG Position: Q2 2026 in Review

Sound Income Strategies sold out of Defiance Large Cap ex-Mag 7 ETF (XMAG) in Q2 2026, closing a stake of 83 shares — an estimated $1.85K sold.

Sound Income Strategies first reported a position in XMAG in Q1 2026 and held it in 1 quarter. The position peaked at $1.85K in Q1 2026. 18 funds tracked by Wall St. Rank hold XMAG as of Q2 2026.

  • Sound Income Strategies reported no remaining Defiance Large Cap ex-Mag 7 ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 83 Defiance Large Cap ex-Mag 7 ETF shares in Q2 2026, an estimated $1.85K.
  • Sound Income Strategies first reported a position in Defiance Large Cap ex-Mag 7 ETF in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's Defiance Large Cap ex-Mag 7 ETF position peaked at $1.85K in Q1 2026.
  • 18 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.