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BFC Planning, Inc.’s Listed Funds Trust Roundhill Magnificent Seven ETF MAGS Stock Holding History

BFC Planning, Inc.’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 		– Sell
-110
Closed -$6.35K – 3469
2026
Q1 		$6.35K Sell
110
-2,080
-95% -$130K ﹤0.01% 2221
2025
Q4 		$144K Buy
+2,190
New +$145K 0.01% 995
2025
Q2 		– Sell
-2,874
Closed -$132K – 2772
2025
Q1 		$132K Buy
+2,874
New +$150K 0.01% 764

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Clal Insurance
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Phoenix Financial
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J. Safra Asset Management
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Goldman Sachs
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Two Sigma Investments
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Money Concepts Capital
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFC Planning, Inc.'s MAGS Position: Q2 2026 in Review

BFC Planning, Inc. sold out of Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) in Q2 2026, closing a stake of 110 shares — an estimated $6.35K sold.

BFC Planning, Inc. first reported a position in MAGS in Q1 2025 and held it in 3 quarters. The position peaked at $144K in Q4 2025. 267 funds tracked by Wall St. Rank hold MAGS as of Q2 2026.

  • BFC Planning, Inc. reported no remaining Listed Funds Trust Roundhill Magnificent Seven ETF position as of Q2 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 110 Listed Funds Trust Roundhill Magnificent Seven ETF shares in Q2 2026, an estimated $6.35K.
  • BFC Planning, Inc. first reported a position in Listed Funds Trust Roundhill Magnificent Seven ETF in Q1 2025 and held it in 3 quarters.
  • BFC Planning, Inc.'s Listed Funds Trust Roundhill Magnificent Seven ETF position peaked at $144K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.