Advisory Services Network’s MFS Active Value ETF MFSV Stock Holding History

Advisory Services Network’s Portfolio MFSV Stock Details MFSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.04M	Buy	76,362 +6,779	+10%	+$185K	0.03%	654
2025 Q4	$1.85M	Buy	69,583 +7,747	+13%	+$202K	0.03%	629
2025 Q3	$1.62M	Sell	61,836 -1,059	-2%	-$27.1K	0.02%	665
2025 Q2	$1.58M	Buy	62,895 +10,795	+21%	+$262K	0.03%	643
2025 Q1	$1.29M	Buy	+52,100	New	+$1.28M	0.02%	669

Other funds holding MFSV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PRRFG

Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return

SWM

SFG Wealth Management Towson, Maryland $243M AUM 22.03% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GFG

Greenbush Financial Group Albany, New York $302M AUM 17.46% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisory Services Network's MFSV Position: Q1 2026 in Review

Advisory Services Network increased its MFS Active Value ETF (MFSV) stake by 9.7% in Q1 2026, buying an estimated $185K and bringing the position to 76,362 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #654.

Advisory Services Network first reported a position in MFSV in Q1 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

Advisory Services Network held 76,362 shares of MFS Active Value ETF worth $2.04M as of Q1 2026.
Advisory Services Network bought 6,779 MFS Active Value ETF shares in Q1 2026, an estimated $185K.
MFS Active Value ETF made up 0.03% of Advisory Services Network's portfolio in Q1 2026, its #654 holding.
Advisory Services Network first reported a position in MFS Active Value ETF in Q1 2025 and has held it in 5 quarters since.
41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.