AWA
MFSV

Arkadios Wealth Advisors’s MFS Active Value ETF MFSV Stock Holding History

Arkadios Wealth Advisors’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 		$22.9M Buy
855,977
+152,166
+22% +$4.16M 0.37% 54
2025
Q4 		$18.7M Buy
703,811
+155,537
+28% +$4.06M 0.36% 48
2025
Q3 		$14.3M Buy
548,274
+537,724
+5,097% +$13.8M 0.34% 48
2025
Q2 		$267K Buy
+10,550
New +$256K 0.01% 1095

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
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
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Arkadios Wealth Advisors's MFSV Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its MFS Active Value ETF (MFSV) stake by 22% in Q1 2026, buying an estimated $4.16M and bringing the position to 855,977 shares worth $22.9M. The position accounts for 0.37% of the portfolio, ranked #54.

Arkadios Wealth Advisors 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.

  • Arkadios Wealth Advisors held 855,977 shares of MFS Active Value ETF worth $22.9M as of Q1 2026.
  • Arkadios Wealth Advisors bought 152,166 MFS Active Value ETF shares in Q1 2026, an estimated $4.16M.
  • MFS Active Value ETF made up 0.37% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #54 holding.
  • Arkadios Wealth Advisors 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 Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.