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Planning Strategies Inc.’s Listed Funds Trust Roundhill Magnificent Seven ETF MAGS Stock Holding History

Planning Strategies Inc.’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 		$5.55K Buy
+86
New +$5.68K ﹤0.01% 404

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
VF
Vista Finance Clayton, Missouri $179M AUM 18.59% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IA
IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
QWM
Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return
CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Planning Strategies Inc.'s MAGS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Listed Funds Trust Roundhill Magnificent Seven ETF (MAGS) in Q2 2026: 86 shares worth $5.55K. The stake represents ﹤0.01% of the portfolio and ranks #404 among its holdings.

95 funds tracked by Wall St. Rank hold MAGS as of Q2 2026.

  • Planning Strategies Inc. held 86 shares of Listed Funds Trust Roundhill Magnificent Seven ETF worth $5.55K as of Q2 2026.
  • Listed Funds Trust Roundhill Magnificent Seven ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Listed Funds Trust Roundhill Magnificent Seven ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #404 holding.
  • 95 funds tracked by Wall St. Rank held Listed Funds Trust Roundhill Magnificent Seven ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.