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

Institute for 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 		$52.5K Sell
816
-3,377
-81% -$223K ﹤0.01% 860
2026
Q1 		$243K Buy
4,193
+373
+10% +$23.4K 0.03% 476
2025
Q4 		$252K Buy
3,820
+249
+7% +$16.4K 0.03% 479
2025
Q3 		$232K Buy
+3,571
New +$213K 0.02% 517

Other funds holding MAGS

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
JSAM
J. Safra Asset Management New York $2.17B AUM 29.66% 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
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Institute for Wealth Management's MAGS Position: Q2 2026 in Review

Institute for Wealth Management reduced its Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) stake by 81% in Q2 2026, selling an estimated $223K and leaving 816 shares worth $52.5K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Institute for Wealth Management first reported a position in MAGS in Q3 2025 and has held it in 4 quarters since. The position peaked at $252K in Q4 2025. 266 funds tracked by Wall St. Rank hold MAGS as of Q2 2026.

  • Institute for Wealth Management held 816 shares of Listed Funds Trust Roundhill Magnificent Seven ETF worth $52.5K as of Q2 2026.
  • Institute for Wealth Management sold 3,377 Listed Funds Trust Roundhill Magnificent Seven ETF shares in Q2 2026, an estimated $223K.
  • Listed Funds Trust Roundhill Magnificent Seven ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #860 holding.
  • Institute for Wealth Management first reported a position in Listed Funds Trust Roundhill Magnificent Seven ETF in Q3 2025 and has held it in 4 quarters since.
  • Institute for Wealth Management's Listed Funds Trust Roundhill Magnificent Seven ETF position peaked at $252K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.