Aspen Grove Capital’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Aspen Grove Capital’s Portfolio MFSM Stock Details MFSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$404K	Buy	+16,000	New	+$401K	0.06%	127

Other funds holding MFSM

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

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

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

PWM

Platt Wealth Management San Diego, California $124M AUM

LWMNY

Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return

Aspen Grove Capital's MFSM Position: Q2 2026 in Review

Aspen Grove Capital opened a new position in MFS Active Intermediate Muni Bond ETF (MFSM) in Q2 2026: 16,000 shares worth $404K. The stake represents 0.06% of the portfolio and ranks #127 among its holdings.

18 funds tracked by Wall St. Rank hold MFSM as of Q2 2026.

Aspen Grove Capital held 16,000 shares of MFS Active Intermediate Muni Bond ETF worth $404K as of Q2 2026.
MFS Active Intermediate Muni Bond ETF was a new Aspen Grove Capital position in Q2 2026.
MFS Active Intermediate Muni Bond ETF made up 0.06% of Aspen Grove Capital's portfolio in Q2 2026, its #127 holding.
18 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.