MFSG β€” MFS ACTIVE EXCHANGE TRADED F

Ownership history in Cornerstone Wealth Management, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Wealth Management, 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.25% (2025 Q3)
πŸ“Š Avg. % of fund
0.24%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    MFSG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 157,098 -4,868 -3.0% 0.23% $4.4M $28.30
2025 Q3 INITIATED 161,966 β€” β€” 0.25% $4.6M $28.13

🏒 Other funds also holding MFSG

As of 2025 Q4 β€” 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% IAG Wealth Partners, LLC 3Y 0.14% Farther Finance Advisors, LLC 0.04% Advisory Services Network, LLC 3Y 7Y 0.03% 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%
← Back to Cornerstone Wealth Management, LLC Holdings