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

Plan Group Financial’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 Q3	$2.99M	Buy	+41,347	New	+$2.82M	0.59%	56

Other funds holding MAGS

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

CWM

Cordatus Wealth Management Newtown, Pennsylvania $451M AUM 19.2% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

FSA Investment Group Pensacola, Florida $314M AUM 11.7% 1-Year Est. Return

Plan Group Financial's MAGS Position: Q3 2026 in Review

Plan Group Financial opened a new position in Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) in Q3 2026: 41,347 shares worth $2.99M. The stake represents 0.59% of the portfolio and ranks #56 among its holdings.

80 funds tracked by Wall St. Rank hold MAGS as of Q3 2026.

Plan Group Financial held 41,347 shares of Listed Funds Trust Roundhill Magnificent Seven ETF worth $2.99M as of Q3 2026.
Listed Funds Trust Roundhill Magnificent Seven ETF was a new Plan Group Financial position in Q3 2026.
Listed Funds Trust Roundhill Magnificent Seven ETF made up 0.59% of Plan Group Financial's portfolio in Q3 2026, its #56 holding.
80 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.