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Cornerstone Planning Group’s Listed Funds Trust Roundhill Magnificent Seven ETF MAGS Stock Holding History

Cornerstone Planning Group’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
2025
Q4 		– Sell
-228
Closed -$33.3K – 1792
2025
Q3 		$33.3K Buy
228
+164
+256% +$9.8K 0.01% 437
2025
Q2 		$3.69K Buy
+64
New +$3.16K ﹤0.01% 795

Other funds holding MAGS

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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 $8.92B AUM 25.62% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cornerstone Planning Group's MAGS Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) in Q4 2025, closing a stake of 228 shares — an estimated $33.3K sold.

Cornerstone Planning Group first reported a position in MAGS in Q2 2025 and held it in 2 quarters. The position peaked at $33.3K in Q3 2025. 241 funds tracked by Wall St. Rank hold MAGS as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Listed Funds Trust Roundhill Magnificent Seven ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 228 Listed Funds Trust Roundhill Magnificent Seven ETF shares in Q4 2025, an estimated $33.3K.
  • Cornerstone Planning Group first reported a position in Listed Funds Trust Roundhill Magnificent Seven ETF in Q2 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Listed Funds Trust Roundhill Magnificent Seven ETF position peaked at $33.3K in Q3 2025.
  • 241 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.