DADC
MFSG

D.A. Davidson & Co’s MFS Active Growth ETF MFSG Stock Holding History

D.A. Davidson & Co’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 		– Sell
-68,188
Closed -$1.74M – 1650
2026
Q1 		$1.74M Buy
68,188
+59,230
+661% +$1.62M 0.01% 742
2025
Q4 		$254K Buy
+8,958
New +$253K ﹤0.01% 1373

Other funds holding MFSG

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
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
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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

D.A. Davidson & Co's MFSG Position: Q2 2026 in Review

D.A. Davidson & Co sold out of MFS Active Growth ETF (MFSG) in Q2 2026, closing a stake of 68,188 shares — an estimated $1.74M sold.

D.A. Davidson & Co first reported a position in MFSG in Q4 2025 and held it in 2 quarters. The position peaked at $1.74M in Q1 2026. 40 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

  • D.A. Davidson & Co reported no remaining MFS Active Growth ETF position as of Q2 2026 after selling out during the quarter.
  • D.A. Davidson & Co sold 68,188 MFS Active Growth ETF shares in Q2 2026, an estimated $1.74M.
  • D.A. Davidson & Co first reported a position in MFS Active Growth ETF in Q4 2025 and held it in 2 quarters.
  • D.A. Davidson & Co's MFS Active Growth ETF position peaked at $1.74M in Q1 2026.
  • 40 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.