WAP
XMAG

Wealthcare Advisory Partners’s Defiance Large Cap ex-Mag 7 ETF XMAG Stock Holding History

Wealthcare Advisory 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
Q2 		$1.24M Hold
47,504
– – 0.02% 462
2026
Q1 		$1.06M Hold
47,504
– – 0.02% 506
2025
Q4 		$1.07M Buy
+47,504
New +$1.06M 0.02% 498

Other funds holding XMAG

TI
TTP Investments San Jose, California $247M AUM 74.49% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
MG
McHugh Group Bratenahl, Ohio $196M AUM 31.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $164M AUM 62.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealthcare Advisory Partners's XMAG Position: Q2 2026 in Review

Wealthcare Advisory Partners held its Defiance Large Cap ex-Mag 7 ETF (XMAG) position steady in Q2 2026 at 47,504 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #462.

Wealthcare Advisory Partners first reported a position in XMAG in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold XMAG as of Q2 2026.

  • Wealthcare Advisory Partners held 47,504 shares of Defiance Large Cap ex-Mag 7 ETF worth $1.24M as of Q2 2026.
  • Wealthcare Advisory Partners left its Defiance Large Cap ex-Mag 7 ETF share count unchanged in Q2 2026.
  • Defiance Large Cap ex-Mag 7 ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #462 holding.
  • Wealthcare Advisory Partners first reported a position in Defiance Large Cap ex-Mag 7 ETF in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Defiance Large Cap ex-Mag 7 ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.