Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Listed Funds Trust Roundhill Magnificent Seven ETF MAGS Stock Holding History

Wealth Enhancement Advisory Services’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 		$372K Sell
5,503
-3,313
-38% -$219K ﹤0.01% 2983
2026
Q1 		$514K Buy
8,816
+952
+12% +$59.6K ﹤0.01% 2294
2025
Q4 		$516K Buy
7,864
+635
+9% +$41.9K ﹤0.01% 2450
2025
Q3 		$467K Buy
+7,229
New +$432K ﹤0.01% 2418
2025
Q1 		– Sell
-20,832
Closed -$1.13M – 3078
2024
Q4 		$1.13M Buy
20,832
+732
+4% +$37.6K ﹤0.01% 1470
2024
Q3 		$958K Buy
+20,100
New +$909K ﹤0.01% 1428

Other funds holding MAGS

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KCFA
Key Client Fiduciary Advisors Fairfield, New Jersey $347M AUM 35.3% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM

Wealth Enhancement Advisory Services's MAGS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) stake by 38% in Q2 2026, selling an estimated $219K and leaving 5,503 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #2983.

Wealth Enhancement Advisory Services first reported a position in MAGS in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.13M in Q4 2024. 33 funds tracked by Wall St. Rank hold MAGS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,503 shares of Listed Funds Trust Roundhill Magnificent Seven ETF worth $372K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 3,313 Listed Funds Trust Roundhill Magnificent Seven ETF shares in Q2 2026, an estimated $219K.
  • Listed Funds Trust Roundhill Magnificent Seven ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2983 holding.
  • Wealth Enhancement Advisory Services first reported a position in Listed Funds Trust Roundhill Magnificent Seven ETF in Q3 2024 and has held it in 6 quarters since.
  • Wealth Enhancement Advisory Services's Listed Funds Trust Roundhill Magnificent Seven ETF position peaked at $1.13M in Q4 2024.
  • 33 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.