Commonwealth Equity Services’s MFS Active Value ETF MFSV Stock Holding History

Commonwealth Equity Services’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	$4.42M	Buy	165,289 +64,165	+63%	+$1.75M	0.01%	1416
2025 Q4	$2.68M	Buy	101,124 +43,857	+77%	+$1.14M	﹤0.01%	1760
2025 Q3	$1.5M	Sell	57,267 -301	-0.5%	-$7.71K	﹤0.01%	2259
2025 Q2	$1.46M	Buy	57,568 +15,774	+38%	+$383K	﹤0.01%	2264
2025 Q1	$1.03M	Buy	41,794 +31,485	+305%	+$775K	﹤0.01%	2434
2024 Q4	$245K	Buy	+10,309	New	+$249K	﹤0.01%	3592

Other funds holding MFSV

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 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 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

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services's MFSV Position: Q1 2026 in Review

Commonwealth Equity Services increased its MFS Active Value ETF (MFSV) stake by 63% in Q1 2026, buying an estimated $1.75M and bringing the position to 165,289 shares worth $4.42M. The position accounts for 0.01% of the portfolio, ranked #1416.

Commonwealth Equity Services first reported a position in MFSV in Q4 2024 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

Commonwealth Equity Services held 165,289 shares of MFS Active Value ETF worth $4.42M as of Q1 2026.
Commonwealth Equity Services bought 64,165 MFS Active Value ETF shares in Q1 2026, an estimated $1.75M.
MFS Active Value ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1416 holding.
Commonwealth Equity Services first reported a position in MFS Active Value ETF in Q4 2024 and has held it in 6 quarters since.
41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.