MAGS

Magnificent Seven ETF

MAGS tracks equal weight exposure to the “Magnificent Seven” stocks – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla-- via both common stock and derivatives.


US

EQUITY

Active

MANAGEMENT STYLE

$ 3.6 B

ASSETS UNDER MGMT

29 bp

EXPENSES
Fund Basics
Inception dateApr 11, 2023
RegulationOpen-Ended Fund
Fund Websitelink...
DistributionsAnnual
CurrencyUSD
Holdings Transparency
Derivatives-basedYes
Options availableYes
Currency hedgedNo
Fund of fundsNo
Top Holdings
UNITED STATES TREASURY BILL 05/19/2026 53.2 %
ROUNDHILL ULTRA SHORT DURATION NO DIVIDEND TA 9.1 %
AMAZON.COM INC SWAP 5.8 %
ALPHABET INC SWAP GS 5.8 %
APPLE INC 5.5 %
NVIDIA CORP 5.5 %
AMAZON.COM INC 5.4 %
ALPHABET INC-CL A SWAP 5.3 %
META PLATFORMS INC-CLASS A SWAP 5.2 %
NVIDIA CORP SWAP 5.2 %
Asset Allocation
Historical Performance


Standardized Performance (as of 02/28/2026)
 YTD1 YR2 YR3 YR5 YR10 YR20 YRIncep.
Price Returns -7.0% 19.8% 26.7% -- -- -- -- 37.5%
Dividend Yield 0.0% 1.8% 1.4% -- -- -- -- 1.3%
Total Returns -7.0% 21.6% 28.1% -- -- -- -- 38.7%
Ann. Volatility 18.6% 29.7% 27.9% -- -- -- -- 26.2%
Market Correlations
versus...BetaR-squared
S&P 5001.4183%
MSCI EAFE1.1843%
MSCI Emg Mkts1.1044%
Liquidity Measures
Avg. volume (000)4,538
ADV traded (mns)$266
Turnover7.5%
Avg. Bid/Ask (% of price)0.02%
Technical Indicators
30d moving avg. (EMA)$60.59
Relative strength (RSI)34
MACD/Signal-1.45/-1.07
Bollinger Bands (Upper/Lower)$63.81/$56.63
Short interest (% of AUM)2.7%
Distributions
Bid/Ask Spreads
2 bp
AVG SPREAD
1 — 2 bp
RANGE
Spreads data based on the average National Best Bid & Offer (NBBO) found in observations at various times each trading day, for up to three months. Tick data supplied by NASDAQ.
Total Cost of Ownership EXPENSES    AVG SPREAD
31 bp
MAGS
88 bp
PEER AVG