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Action Point Financial Planning’s Listed Funds Trust Roundhill Magnificent Seven ETF MAGS Stock Holding History

Action Point Financial Planning’s Portfolio MAGS Stock Details MAGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.2K Buy
+454
New +$30K ﹤0.01% 998

Other funds holding MAGS

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Action Point Financial Planning's MAGS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) in Q2 2026: 454 shares worth $29.2K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings.

266 funds tracked by Wall St. Rank hold MAGS as of Q2 2026.

  • Action Point Financial Planning held 454 shares of Listed Funds Trust Roundhill Magnificent Seven ETF worth $29.2K as of Q2 2026.
  • Listed Funds Trust Roundhill Magnificent Seven ETF was a new Action Point Financial Planning position in Q2 2026.
  • Listed Funds Trust Roundhill Magnificent Seven ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #998 holding.
  • 266 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.