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

BlueChip 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 Q2	$2.61M	Buy	91,486 +53,199	+139%	+$1.48M	0.99%	25
2026 Q1	$1.02M	Buy	+38,287	New	+$1.05M	0.45%	43

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

BlueChip Wealth Advisors's MFSV Position: Q2 2026 in Review

BlueChip Wealth Advisors increased its MFS Active Value ETF (MFSV) stake by 139% in Q2 2026, buying an estimated $1.48M and bringing the position to 91,486 shares worth $2.61M. The position accounts for 0.99% of the portfolio, ranked #25.

BlueChip Wealth Advisors first reported a position in MFSV in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

BlueChip Wealth Advisors held 91,486 shares of MFS Active Value ETF worth $2.61M as of Q2 2026.
BlueChip Wealth Advisors bought 53,199 MFS Active Value ETF shares in Q2 2026, an estimated $1.48M.
MFS Active Value ETF made up 0.99% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #25 holding.
BlueChip Wealth Advisors first reported a position in MFS Active Value ETF in Q1 2026 and has held it in 2 quarters since.
46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.