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Iams Wealth Management’s Listed Funds Trust Roundhill Magnificent Seven ETF MAGS Stock Holding History

Iams Wealth Management’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 		$517K Buy
8,045
+477
+6% +$31.5K 0.16% 145
2026
Q1 		$438K Sell
7,568
-648
-8% -$40.6K 0.15% 147
2025
Q4 		$542K Buy
8,216
+481
+6% +$31.8K 0.2% 122
2025
Q3 		$502K Buy
7,735
+400
+5% +$23.9K 0.2% 121
2025
Q2 		$407K Buy
7,335
+1,536
+26% +$75.9K 0.19% 121
2025
Q1 		$266K Buy
5,799
+1,126
+24% +$58.8K 0.12% 141
2024
Q4 		$254K Buy
+4,673
New +$240K 0.12% 147
2024
Q3 		– Sell
-11,645
Closed -$525K – 154
2024
Q2 		$525K Buy
11,645
+328
+3% +$13.4K 0.29% 93
2024
Q1 		$427K Buy
+11,317
New +$414K 0.26% 86

Other funds holding MAGS

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM

Iams Wealth Management's MAGS Position: Q2 2026 in Review

Iams Wealth Management increased its Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) stake by 6.3% in Q2 2026, buying an estimated $31.5K and bringing the position to 8,045 shares worth $517K. The position accounts for 0.16% of the portfolio, ranked #145.

Iams Wealth Management first reported a position in MAGS in Q1 2024 and has held it in 9 quarters since. The position peaked at $542K in Q4 2025. 33 funds tracked by Wall St. Rank hold MAGS as of Q2 2026.

  • Iams Wealth Management held 8,045 shares of Listed Funds Trust Roundhill Magnificent Seven ETF worth $517K as of Q2 2026.
  • Iams Wealth Management bought 477 Listed Funds Trust Roundhill Magnificent Seven ETF shares in Q2 2026, an estimated $31.5K.
  • Listed Funds Trust Roundhill Magnificent Seven ETF made up 0.16% of Iams Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Iams Wealth Management first reported a position in Listed Funds Trust Roundhill Magnificent Seven ETF in Q1 2024 and has held it in 9 quarters since.
  • Iams Wealth Management's Listed Funds Trust Roundhill Magnificent Seven ETF position peaked at $542K in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.