Cetera Investment Advisers
MFSV

Cetera Investment Advisers’s MFS Active Value ETF MFSV Stock Holding History

Cetera Investment Advisers’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 		$4.6M Buy
161,013
+33,122
+26% +$919K ﹤0.01% 1681
2026
Q1 		$3.42M Buy
127,891
+26,050
+26% +$712K ﹤0.01% 1795
2025
Q4 		$2.7M Buy
+101,841
New +$2.66M ﹤0.01% 1954

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
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
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
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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Cetera Investment Advisers increased its MFS Active Value ETF (MFSV) stake by 26% in Q2 2026, buying an estimated $919K and bringing the position to 161,013 shares worth $4.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Cetera Investment Advisers first reported a position in MFSV in Q4 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Cetera Investment Advisers held 161,013 shares of MFS Active Value ETF worth $4.6M as of Q2 2026.
  • Cetera Investment Advisers bought 33,122 MFS Active Value ETF shares in Q2 2026, an estimated $919K.
  • MFS Active Value ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1681 holding.
  • Cetera Investment Advisers first reported a position in MFS Active Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

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