Shepherd Wealth Management’s Roundhill Magnificent Seven Covered Call ETF MAGY Stock Holding History

Shepherd Wealth Management’s Portfolio MAGY Stock Details MAGY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.6M	Buy	+187,705	New	+$8.54M	6.96%	4

Other funds holding MAGY

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

WCM

Winebrenner Capital Management Louisville, Kentucky $164M AUM 12.81% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Truvestments Capital Sarasota, Florida $673M AUM 55.24% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Shepherd Wealth Management's MAGY Position: Q2 2026 in Review

Shepherd Wealth Management opened a new position in Roundhill Magnificent Seven Covered Call ETF (MAGY) in Q2 2026: 187,705 shares worth $12.6M. The stake represents 6.96% of the portfolio and ranks #4 among its holdings.

16 funds tracked by Wall St. Rank hold MAGY as of Q2 2026.

Shepherd Wealth Management held 187,705 shares of Roundhill Magnificent Seven Covered Call ETF worth $12.6M as of Q2 2026.
Roundhill Magnificent Seven Covered Call ETF was a new Shepherd Wealth Management position in Q2 2026.
Roundhill Magnificent Seven Covered Call ETF made up 6.96% of Shepherd Wealth Management's portfolio in Q2 2026, its #4 holding.
16 funds tracked by Wall St. Rank held Roundhill Magnificent Seven Covered Call ETF as of Q2 2026.

Based on Shepherd Wealth Management's 13F filing for Q2 2026, filed 27 Aug 2026.