Wealth Advisory Team’s Defiance Large Cap ex-Mag 7 ETF XMAG Stock Holding History

Wealth Advisory Team’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 Q3	$841K	Buy	+33,149	New	+$855K	0.69%	24

Other funds holding XMAG

MLP3 LLC Linwood, New Jersey $116M AUM 11.27% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cooper/Haims Advisors Victor, New York $229M AUM 11.31% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Refined Wealth Management Salt Lake City, Utah $179M AUM 8.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Advisory Team's XMAG Position: Q3 2026 in Review

Wealth Advisory Team opened a new position in Defiance Large Cap ex-Mag 7 ETF (XMAG) in Q3 2026: 33,149 shares worth $841K. The stake represents 0.69% of the portfolio and ranks #24 among its holdings.

19 funds tracked by Wall St. Rank hold XMAG as of Q3 2026.

Wealth Advisory Team held 33,149 shares of Defiance Large Cap ex-Mag 7 ETF worth $841K as of Q3 2026.
Defiance Large Cap ex-Mag 7 ETF was a new Wealth Advisory Team position in Q3 2026.
Defiance Large Cap ex-Mag 7 ETF made up 0.69% of Wealth Advisory Team's portfolio in Q3 2026, its #24 holding.
19 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q3 2026.

Based on Wealth Advisory Team's 13F filing for Q3 2026, filed 5 Nov 2026.