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Listed Fd Tr shares owned by Momentum Wealth Planning

Quarter-by-quarter ownership of Listed Fd Tr (MAGS) shares owned by Momentum Wealth Planning from 13F filings

Historical chart of Momentum Wealth Planning investment in Listed Fd Tr

Tip: Access up to 7 years of quarterly data

All positions including Listed Fd Tr held by Momentum Wealth Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Listed Fd Tr by Momentum Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.2M 34k 65.96

More positions owned by Momentum Wealth Planning

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Bd Index Fds Intermed Term (BIV)
Tesla Motors (TSLA)
Apple (AAPL)
Nexstar Media Group Common Stock (NXST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Goldman Sachs (GS)
Broadcom (AVGO)
Listed Fds Tr Roundhill Magnif (MAGS)
JPMorgan Chase & Co. (JPM)

View all positions for Momentum Wealth Planning

Top funds holding Listed Fd Tr

Clal Insurance Enterprises Holdings
Exchange Traded Concepts
Horizon Investments
Susquehanna International
J.Safra Asset Management
Money Concepts Capital Corp
Jane Street
Goldman Sachs Group
Old Mission Capital
Marks Wealth
Citadel Advisors
Marshall Wace
Vista Finance
HighTower Advisors
Polymer Capital Management

View all funds holding Listed Fd Tr