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 Q2	$6.07M	Buy	212,316 +47,027	+28%	+$1.31M	0.01%	1272
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 $445B AUM 25.58% 1-Year Est. Return

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 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 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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Commonwealth Equity Services increased its MFS Active Value ETF (MFSV) stake by 28% in Q2 2026, buying an estimated $1.31M and bringing the position to 212,316 shares worth $6.07M. The position accounts for 0.01% of the portfolio, ranked #1272.

Commonwealth Equity Services first reported a position in MFSV in Q4 2024 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

Commonwealth Equity Services held 212,316 shares of MFS Active Value ETF worth $6.07M as of Q2 2026.
Commonwealth Equity Services bought 47,027 MFS Active Value ETF shares in Q2 2026, an estimated $1.31M.
MFS Active Value ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1272 holding.
Commonwealth Equity Services first reported a position in MFS Active Value ETF in Q4 2024 and has held it in 7 quarters since.
46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

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