Kingswood Wealth Advisors’s Listed Funds Trust Roundhill Magnificent Seven ETF MAGS Stock Holding History

Kingswood Wealth Advisors’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	$474K	Buy	7,379 +285	+4%	+$18.8K	0.02%	624
2026 Q1	$411K	Buy	7,094 +199	+3%	+$12.5K	0.02%	598
2025 Q4	$455K	Buy	+6,895	New	+$455K	0.02%	548
2025 Q3	–	Sell	-6,800	Closed	-$377K	–	825
2025 Q2	$377K	Buy	6,800 +1,400	+26%	+$69.2K	0.03%	498
2025 Q1	$252K	Sell	5,400 -2,100	-28%	-$110K	0.02%	609
2024 Q4	$408K	Buy	+7,500	New	+$385K	0.03%	507

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kingswood Wealth Advisors's MAGS Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) stake by 4% in Q2 2026, buying an estimated $18.8K and bringing the position to 7,379 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #624.

Kingswood Wealth Advisors first reported a position in MAGS in Q4 2024 and has held it in 6 quarters since. 266 funds tracked by Wall St. Rank hold MAGS as of Q2 2026.

Kingswood Wealth Advisors held 7,379 shares of Listed Funds Trust Roundhill Magnificent Seven ETF worth $474K as of Q2 2026.
Kingswood Wealth Advisors bought 285 Listed Funds Trust Roundhill Magnificent Seven ETF shares in Q2 2026, an estimated $18.8K.
Listed Funds Trust Roundhill Magnificent Seven ETF made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #624 holding.
Kingswood Wealth Advisors first reported a position in Listed Funds Trust Roundhill Magnificent Seven ETF in Q4 2024 and has held it in 6 quarters since.
266 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.