SITTNER & NELSON, LLC MFSV MFS ACTIVE EXCHANGE TRADED FDS TR VALUE ETF

Ownership history in SITTNER & NELSON, LLC  ·  5 quarters on record

AI Ownership Summary

SITTNER & NELSON, LLC reported MFS ACTIVE EXCHANGE TRADED FDS TR VALUE ETF (MFSV) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.02% in 2025 Q4. The latest visible filing shows MFSV at 0.02% 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 MFSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SITTNER & NELSON, LLC's position in MFS ACTIVE EXCHANGE TRADED FDS TR VALUE ETF, 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
2026 Q2

MFSV was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% 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 2026 Q2

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 SITTNER & NELSON, LLC held MFSV — position size vs. price
% of Fund (quarterly)    MFSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 2,250 0% 0.02% $64K 2026-08-07 $29.96
2026 Q1 UNCHANGED 2,250 0% 0.02% $60K 2026-05-12 $27.45
2025 Q4 UNCHANGED 2,250 0% 0.02% $63K 2026-02-11 $27.91
2025 Q3 ADDED 2,250 +2,000 +800.0% 0.02% $59K 2025-11-14 $25.51
2025 Q2 INITIATED 250 0.00% $6K 2025-08-08 $24.81

FAQ About SITTNER & NELSON, LLC and MFSV

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

How long has SITTNER & NELSON, LLC reported owning MFSV?

SITTNER & NELSON, LLC reported MFSV across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported MFSV position in SITTNER & NELSON, LLC's portfolio?

The largest reported portfolio weight for MFSV was 0.02% in 2025 Q4.

What is the latest reported MFSV position on this page?

The most recent filing on this page is 2026 Q2, when SITTNER & NELSON, LLC reported 2,250 shares, equal to 0.02% of portfolio, with an estimated market value of $64K.

What does the chart on this MFSV ownership page compare?

The chart compares SITTNER & NELSON, LLC's quarterly MFSV 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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