Apollon Wealth Management’s MFS Active Value ETF MFSV Stock Holding History

Apollon Wealth Management’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 Q2	$10.2M	Buy	357,907 +40,189	+13%	+$1.12M	0.12%	155
2026 Q1	$8.49M	Buy	317,718 +79,629	+33%	+$2.18M	0.14%	144
2025 Q4	$6.32M	Buy	238,089 +26,099	+12%	+$681K	0.11%	170
2025 Q3	$5.54M	Buy	211,990 +142,336	+204%	+$3.64M	0.1%	184
2025 Q2	$1.76M	Buy	+69,654	New	+$1.69M	0.03%	385

Other funds holding MFSV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $278M AUM 29.66% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Apollon Wealth Management increased its MFS Active Value ETF (MFSV) stake by 13% in Q2 2026, buying an estimated $1.12M and bringing the position to 357,907 shares worth $10.2M. The position accounts for 0.12% of the portfolio, ranked #155.

Apollon Wealth Management first reported a position in MFSV in Q2 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

Apollon Wealth Management held 357,907 shares of MFS Active Value ETF worth $10.2M as of Q2 2026.
Apollon Wealth Management bought 40,189 MFS Active Value ETF shares in Q2 2026, an estimated $1.12M.
MFS Active Value ETF made up 0.12% of Apollon Wealth Management's portfolio in Q2 2026, its #155 holding.
Apollon Wealth Management first reported a position in MFS Active Value ETF in Q2 2025 and has held it in 5 quarters since.
46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

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