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Mount Yale Investment Advisors’s Listed Funds Trust Roundhill Magnificent Seven ETF MAGS Stock Holding History

Mount Yale Investment 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
Q1 		$336K Buy
+5,794
New +$363K 0.01% 847

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 $21.9B AUM 68.6% 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 $2.17B AUM 29.66% 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 $2.16B AUM 28.67% 1-Year Est. Return
MW
Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return

Mount Yale Investment Advisors's MAGS Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) in Q1 2026: 5,794 shares worth $336K. The stake represents 0.01% of the portfolio and ranks #847 among its holdings.

243 funds tracked by Wall St. Rank hold MAGS as of Q1 2026.

  • Mount Yale Investment Advisors held 5,794 shares of Listed Funds Trust Roundhill Magnificent Seven ETF worth $336K as of Q1 2026.
  • Listed Funds Trust Roundhill Magnificent Seven ETF was a new Mount Yale Investment Advisors position in Q1 2026.
  • Listed Funds Trust Roundhill Magnificent Seven ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #847 holding.
  • 243 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.