Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Listed Funds Trust Roundhill Magnificent Seven ETF MAGS Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$377K Buy
6,507
+4,597
+241% +$288K ﹤0.01% 2229
2025
Q4 		$126K Buy
1,910
+4
+0.2% +$264 ﹤0.01% 2895
2025
Q3 		$124K Buy
1,906
+7
+0.4% +$418 ﹤0.01% 2809
2025
Q2 		$105K Buy
1,899
+250
+15% +$12.4K ﹤0.01% 2672
2025
Q1 		$76K Hold
1,649
– – ﹤0.01% 2647
2024
Q4 		$90K Buy
+1,649
New +$84.7K ﹤0.01% 2355

Other funds holding MAGS

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MAGS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) stake by 241% in Q1 2026, buying an estimated $288K and bringing the position to 6,507 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

Carson Wealth (CWM LLC) first reported a position in MAGS in Q4 2024 and has held it in 6 quarters since. 243 funds tracked by Wall St. Rank hold MAGS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,507 shares of Listed Funds Trust Roundhill Magnificent Seven ETF worth $377K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,597 Listed Funds Trust Roundhill Magnificent Seven ETF shares in Q1 2026, an estimated $288K.
  • Listed Funds Trust Roundhill Magnificent Seven ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2229 holding.
  • Carson Wealth (CWM LLC) first reported a position in Listed Funds Trust Roundhill Magnificent Seven ETF in Q4 2024 and has held it in 6 quarters since.
  • 243 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.