Wealthspire Advisors (New York)’s Listed Funds Trust Roundhill Magnificent Seven ETF MAGS Stock Holding History

Wealthspire Advisors (New York)’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	$202K	Buy	+3,144	New	+$208K	﹤0.01%	1179
2025 Q4	–	Sell	-20	Closed	-$1.3K	–	2111
2025 Q3	$1.3K	Buy	+20	New	+$1.2K	﹤0.01%	2704

Other funds holding MAGS

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

MCC

Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealthspire Advisors (New York)'s MAGS Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) in Q2 2026: 3,144 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #1179 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in MAGS as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in MAGS in Q3 2025 and has held it in 2 quarters since. 266 funds tracked by Wall St. Rank hold MAGS as of Q2 2026.

Wealthspire Advisors (New York) held 3,144 shares of Listed Funds Trust Roundhill Magnificent Seven ETF worth $202K as of Q2 2026.
Listed Funds Trust Roundhill Magnificent Seven ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
Listed Funds Trust Roundhill Magnificent Seven ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1179 holding.
Wealthspire Advisors (New York) first reported a position in Listed Funds Trust Roundhill Magnificent Seven ETF in Q3 2025 and has held it in 2 quarters since.
266 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.