MFSI β€” MFS ACTIVE EXCHANGE TRADED F

Ownership history in Integrity Financial Corp /WA  Β·  3 quarters on record

AI Ownership Summary

Integrity Financial Corp /WA reported MFS ACTIVE EXCHANGE TRADED F (MFSI) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 2.4% in 2025 Q4. The latest visible filing shows MFSI at 2.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MFSI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Integrity Financial Corp /WA's position in MFS ACTIVE EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MFSI was reported at 2.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.4% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Integrity Financial Corp /WA held MFSI β€” position size vs. price
% of Fund (quarterly)    MFSI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 155,935 +2,442 +1.6% 2.40% $4.7M 2026-02-14 (Est.) $31.80
2025 Q3 ADDED 153,493 +22,864 +17.5% 2.16% $4.5M 2025-11-06 $29.22
2025 Q2 INITIATED 130,629 β€” β€” 1.89% $3.7M 2025-08-05 $27.86

FAQ About Integrity Financial Corp /WA and MFSI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Integrity Financial Corp /WA reported owning MFSI?

Integrity Financial Corp /WA reported MFSI across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported MFSI position in Integrity Financial Corp /WA's portfolio?

The largest reported portfolio weight for MFSI was 2.40% in 2025 Q4.

What is the latest reported MFSI position on this page?

The most recent filing on this page is 2025 Q4, when Integrity Financial Corp /WA reported 155,935 shares, equal to 2.40% of portfolio, with an estimated market value of $4.7M.

What does the chart on this MFSI ownership page compare?

The chart compares Integrity Financial Corp /WA's quarterly MFSI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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