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

Creative 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
Q1 		$1.98M Buy
34,218
+14,697
+75% +$921K ﹤0.01% 1895
2025
Q4 		$1.29M Buy
19,521
+3,728
+24% +$246K ﹤0.01% 2084
2025
Q3 		$1.02M Buy
15,793
+1,989
+14% +$119K ﹤0.01% 2094
2025
Q2 		$766K Sell
13,804
-740
-5% -$36.6K ﹤0.01% 2080
2025
Q1 		$667K Buy
14,544
+2,051
+16% +$107K ﹤0.01% 2047
2024
Q4 		$680K Sell
12,493
-7
-0.1% -$359 ﹤0.01% 1949
2024
Q3 		$596K Sell
12,500
-2,535
-17% -$115K ﹤0.01% 1950
2024
Q2 		$678K Buy
+15,035
New +$615K ﹤0.01% 1705

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 $14.1B AUM 25.71% 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 $1.86B AUM 22.95% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $1.81B AUM 21.93% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $380M AUM 40.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Creative Planning's MAGS Position: Q1 2026 in Review

Creative Planning increased its Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) stake by 75% in Q1 2026, buying an estimated $921K and bringing the position to 34,218 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Creative Planning first reported a position in MAGS in Q2 2024 and has held it in 8 quarters since. 243 funds tracked by Wall St. Rank hold MAGS as of Q1 2026.

  • Creative Planning held 34,218 shares of Listed Funds Trust Roundhill Magnificent Seven ETF worth $1.98M as of Q1 2026.
  • Creative Planning bought 14,697 Listed Funds Trust Roundhill Magnificent Seven ETF shares in Q1 2026, an estimated $921K.
  • Listed Funds Trust Roundhill Magnificent Seven ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1895 holding.
  • Creative Planning first reported a position in Listed Funds Trust Roundhill Magnificent Seven ETF in Q2 2024 and has held it in 8 quarters since.
  • 243 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.