AWM
MFSV

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
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
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
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
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Apollon Wealth Management's MFSV Position: Q1 2026 in Review

Apollon Wealth Management increased its MFS Active Value ETF (MFSV) stake by 33% in Q1 2026, buying an estimated $2.18M and bringing the position to 317,718 shares worth $8.49M. The position accounts for 0.14% of the portfolio, ranked #144.

Apollon Wealth Management first reported a position in MFSV in Q2 2025 and has held it in 4 quarters since. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • Apollon Wealth Management held 317,718 shares of MFS Active Value ETF worth $8.49M as of Q1 2026.
  • Apollon Wealth Management bought 79,629 MFS Active Value ETF shares in Q1 2026, an estimated $2.18M.
  • MFS Active Value ETF made up 0.14% of Apollon Wealth Management's portfolio in Q1 2026, its #144 holding.
  • Apollon Wealth Management first reported a position in MFS Active Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.