MFSG — MFS ACTIVE EXCHANGE TRADED F

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in MFS ACTIVE EXCHANGE TRADED F (MFSG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2025 Q2)
Avg. % of fund
0.03%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 81,203 +8,280 +11.4% 0.03% $2.3M $28.30
2025 Q3 REDUCED 72,923 -925 -1.3% 0.03% $2.1M $28.13
2025 Q2 ADDED 73,848 +11,787 +19.0% 0.03% $2.0M $26.49
2025 Q1 INITIATED 62,061 — — 0.03% $1.4M $22.47
% of Fund (quarterly)    MFSG price (monthly, adj. close)

Other funds also holding MFSG

As of 2025 Q4 — sorted by position size

McCarthy & Cox 9.84% KINTRA WEALTH, LLC 3Y 7.6% Prosperity Financial Group, Inc. 1.81% Allegheny Financial Group 3Y 1.78% Cornerstone Wealth Management, LLC 3Y 7Y 0.23% IAG Wealth Partners, LLC 3Y 0.14% Farther Finance Advisors, LLC 0.04% IHT Wealth Management, LLC 3Y 7Y 0.03% Apollon Wealth Management, LLC 3Y 7Y 0.03% Pinnacle Wealth Planning Services, Inc. 3Y 7Y 0.02%
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