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

Shepherd 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
Q3 		$13.6M Buy
+189,513
New +$12.9M 8.58% 3

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Jane Street
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Mirae Asset Global Investments
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Citigroup
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Clal Insurance
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Money Concepts Capital
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Shepherd Wealth Management's MAGS Position: Q3 2026 in Review

Shepherd Wealth Management opened a new position in Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) in Q3 2026: 189,513 shares worth $13.6M. The stake represents 8.58% of the portfolio and ranks #3 among its holdings.

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

  • Shepherd Wealth Management held 189,513 shares of Listed Funds Trust Roundhill Magnificent Seven ETF worth $13.6M as of Q3 2026.
  • Listed Funds Trust Roundhill Magnificent Seven ETF was a new Shepherd Wealth Management position in Q3 2026.
  • Listed Funds Trust Roundhill Magnificent Seven ETF made up 8.58% of Shepherd Wealth Management's portfolio in Q3 2026, its #3 holding.
  • 289 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q3 2026.

Based on Shepherd Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.