IFG
MAGS icon

Independent Financial Group’s Listed Funds Trust Roundhill Magnificent Seven ETF MAGS Stock Holding History

Independent Financial 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
-6,441
Closed -$418K – 1454
2025
Q3 		$418K Buy
6,441
+2,181
+51% +$130K 0.01% 927
2025
Q2 		$236K Buy
+4,260
New +$210K 0.01% 1142
2025
Q1 		– Sell
-8,791
Closed -$478K – 1231
2024
Q4 		$478K Buy
+8,791
New +$451K 0.02% 709

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
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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

Independent Financial Group's MAGS Position: Q4 2025 in Review

Independent Financial Group sold out of Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) in Q4 2025, closing a stake of 6,441 shares — an estimated $418K sold.

Independent Financial Group first reported a position in MAGS in Q4 2024 and held it in 3 quarters. The position peaked at $478K in Q4 2024. 241 funds tracked by Wall St. Rank hold MAGS as of Q4 2025.

  • Independent Financial Group reported no remaining Listed Funds Trust Roundhill Magnificent Seven ETF position as of Q4 2025 after selling out during the quarter.
  • Independent Financial Group sold 6,441 Listed Funds Trust Roundhill Magnificent Seven ETF shares in Q4 2025, an estimated $418K.
  • Independent Financial Group first reported a position in Listed Funds Trust Roundhill Magnificent Seven ETF in Q4 2024 and held it in 3 quarters.
  • Independent Financial Group's Listed Funds Trust Roundhill Magnificent Seven ETF position peaked at $478K in Q4 2024.
  • 241 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q4 2025.

Based on Independent Financial Group's 13F filing for Q4 2025, filed 15 May 2026.