Carson Wealth (CWM LLC)
MFSV

Carson Wealth (CWM LLC)’s MFS Active Value ETF MFSV Stock Holding History

Carson Wealth (CWM LLC)’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 		$80.3K Buy
3,005
+12
+0.4% +$328 ﹤0.01% 3443
2025
Q4 		$79K Buy
2,993
+12
+0.4% +$313 ﹤0.01% 3254
2025
Q3 		$78K Buy
2,981
+2,419
+430% +$61.9K ﹤0.01% 3175
2025
Q2 		$14K Hold
562
– – ﹤0.01% 4136
2025
Q1 		$14K Buy
+562
New +$13.8K ﹤0.01% 3935

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

Carson Wealth (CWM LLC)'s MFSV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its MFS Active Value ETF (MFSV) stake by 0.4% in Q1 2026, buying an estimated $328 and bringing the position to 3,005 shares worth $80.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3443.

Carson Wealth (CWM LLC) first reported a position in MFSV in Q1 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,005 shares of MFS Active Value ETF worth $80.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12 MFS Active Value ETF shares in Q1 2026, an estimated $328.
  • MFS Active Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3443 holding.
  • Carson Wealth (CWM LLC) first reported a position in MFS Active Value ETF in Q1 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.