AWM
MFSG

Apollon Wealth Management’s MFS Active Growth ETF MFSG Stock Holding History

Apollon Wealth Management’s Portfolio MFSG Stock Details MFSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72M Buy
56,959
+419
+0.7% +$12.3K 0.02% 531
2026
Q1 		$1.45M Buy
56,540
+884
+2% +$24.1K 0.02% 471
2025
Q4 		$1.58M Hold
55,656
– – 0.03% 424
2025
Q3 		$1.57M Buy
55,656
+35,506
+176% +$972K 0.03% 441
2025
Q2 		$534K Buy
+20,150
New +$479K 0.01% 778

Other funds holding MFSG

AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Apollon Wealth Management's MFSG Position: Q2 2026 in Review

Apollon Wealth Management increased its MFS Active Growth ETF (MFSG) stake by 0.74% in Q2 2026, buying an estimated $12.3K and bringing the position to 56,959 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #531.

Apollon Wealth Management first reported a position in MFSG in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

  • Apollon Wealth Management held 56,959 shares of MFS Active Growth ETF worth $1.72M as of Q2 2026.
  • Apollon Wealth Management bought 419 MFS Active Growth ETF shares in Q2 2026, an estimated $12.3K.
  • MFS Active Growth ETF made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #531 holding.
  • Apollon Wealth Management first reported a position in MFS Active Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 6 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.