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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
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

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

Institute for Wealth Management's MAGS Position: Q1 2026 in Review

Institute for Wealth Management increased its Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) stake by 9.8% in Q1 2026, buying an estimated $23.4K and bringing the position to 4,193 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #476.

Institute for Wealth Management first reported a position in MAGS in Q3 2025 and has held it in 3 quarters since. The position peaked at $252K in Q4 2025. 243 funds tracked by Wall St. Rank hold MAGS as of Q1 2026.

  • Institute for Wealth Management held 4,193 shares of Listed Funds Trust Roundhill Magnificent Seven ETF worth $243K as of Q1 2026.
  • Institute for Wealth Management bought 373 Listed Funds Trust Roundhill Magnificent Seven ETF shares in Q1 2026, an estimated $23.4K.
  • Listed Funds Trust Roundhill Magnificent Seven ETF made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #476 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 3 quarters since.
  • Institute for Wealth Management's Listed Funds Trust Roundhill Magnificent Seven ETF position peaked at $252K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.