Commonwealth Equity Services’s MFS Active Growth ETF MFSG Stock Holding History

Commonwealth Equity Services’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	$3.87M	Buy	127,950 +44,107	+53%	+$1.29M	﹤0.01%	1604
2026 Q1	$2.15M	Buy	83,843 +3,777	+5%	+$103K	﹤0.01%	1948
2025 Q4	$2.27M	Buy	80,066 +14,823	+23%	+$419K	﹤0.01%	1862
2025 Q3	$1.84M	Sell	65,243 -9,680	-13%	-$265K	﹤0.01%	2069
2025 Q2	$1.99M	Buy	74,923 +5,580	+8%	+$133K	﹤0.01%	1993
2025 Q1	$1.56M	Buy	69,343 +39,187	+130%	+$966K	﹤0.01%	2106
2024 Q4	$746K	Buy	+30,156	New	+$765K	﹤0.01%	2640

Other funds holding MFSG

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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 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 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 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services's MFSG Position: Q2 2026 in Review

Commonwealth Equity Services increased its MFS Active Growth ETF (MFSG) stake by 53% in Q2 2026, buying an estimated $1.29M and bringing the position to 127,950 shares worth $3.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1604.

Commonwealth Equity Services first reported a position in MFSG in Q4 2024 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

Commonwealth Equity Services held 127,950 shares of MFS Active Growth ETF worth $3.87M as of Q2 2026.
Commonwealth Equity Services bought 44,107 MFS Active Growth ETF shares in Q2 2026, an estimated $1.29M.
MFS Active Growth ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1604 holding.
Commonwealth Equity Services first reported a position in MFS Active Growth ETF in Q4 2024 and has held it in 7 quarters since.
39 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.