Cetera Investment Advisers
MFSB

Cetera Investment Advisers’s MFS Active Core Plus Bond ETF MFSB Stock Holding History

Cetera Investment Advisers’s Portfolio MFSB Stock Details MFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.8M Buy
512,732
+8,261
+2% +$206K 0.01% 1002
2026
Q1 		$12.6M Buy
504,471
+487,491
+2,871% +$12.3M 0.01% 936
2025
Q4 		$428K Buy
+16,980
New +$430K ﹤0.01% 3574

Other funds holding MFSB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Cetera Investment Advisers's MFSB Position: Q2 2026 in Review

Cetera Investment Advisers increased its MFS Active Core Plus Bond ETF (MFSB) stake by 1.6% in Q2 2026, buying an estimated $206K and bringing the position to 512,732 shares worth $12.8M. The position accounts for 0.01% of the portfolio, ranked #1002.

Cetera Investment Advisers first reported a position in MFSB in Q4 2025 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold MFSB as of Q2 2026.

  • Cetera Investment Advisers held 512,732 shares of MFS Active Core Plus Bond ETF worth $12.8M as of Q2 2026.
  • Cetera Investment Advisers bought 8,261 MFS Active Core Plus Bond ETF shares in Q2 2026, an estimated $206K.
  • MFS Active Core Plus Bond ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1002 holding.
  • Cetera Investment Advisers first reported a position in MFS Active Core Plus Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held MFS Active Core Plus Bond ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.