CWGL
MFSG

Cedrus Wealth Group LLC’s MFS Active Growth ETF MFSG Stock Holding History

Cedrus Wealth Group LLC’s Portfolio MFSG Stock Details MFSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-52,324
Closed -$1.34M – 66
2026
Q1 		$1.34M Sell
52,324
-5,764
-10% -$157K 1.49% 17
2025
Q4 		$1.64M Buy
+58,088
New +$1.64M 1.52% 19

Other funds holding MFSG

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cedrus Wealth Group LLC's MFSG Position: Q2 2026 in Review

Cedrus Wealth Group LLC sold out of MFS Active Growth ETF (MFSG) in Q2 2026, closing a stake of 52,324 shares — an estimated $1.34M sold.

Cedrus Wealth Group LLC first reported a position in MFSG in Q4 2025 and held it in 2 quarters. The position peaked at $1.64M in Q4 2025. 40 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

  • Cedrus Wealth Group LLC reported no remaining MFS Active Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Cedrus Wealth Group LLC sold 52,324 MFS Active Growth ETF shares in Q2 2026, an estimated $1.34M.
  • Cedrus Wealth Group LLC first reported a position in MFS Active Growth ETF in Q4 2025 and held it in 2 quarters.
  • Cedrus Wealth Group LLC's MFS Active Growth ETF position peaked at $1.64M in Q4 2025.
  • 40 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on Cedrus Wealth Group LLC's 13F filing for Q2 2026, filed 30 Jul 2026.