Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s MFS Active International ETF MFSI Stock Holding History

Gladstone Institutional Advisory’s Portfolio MFSI Stock Details MFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-61,517
Closed -$1.87M – 894
2025
Q4 		$1.87M Buy
+61,517
New +$1.84M 0.07% 263

Other funds holding MFSI

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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
Old Second National Bank of Aurora
Old Second National Bank of Aurora Aurora, Illinois $501M AUM 18.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Baron Wealth Management
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
Capital Analysts LLC
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
River Street Advisors
River Street Advisors Aurora, Illinois $324M AUM 20.08% 1-Year Est. Return

Gladstone Institutional Advisory's MFSI Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of MFS Active International ETF (MFSI) in Q1 2026, closing a stake of 61,517 shares — an estimated $1.87M sold.

Gladstone Institutional Advisory first reported a position in MFSI in Q4 2025 and held it in 1 quarter. The position peaked at $1.87M in Q4 2025. 69 funds tracked by Wall St. Rank hold MFSI as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining MFS Active International ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 61,517 MFS Active International ETF shares in Q1 2026, an estimated $1.87M.
  • Gladstone Institutional Advisory first reported a position in MFS Active International ETF in Q4 2025 and held it in 1 quarter.
  • Gladstone Institutional Advisory's MFS Active International ETF position peaked at $1.87M in Q4 2025.
  • 69 funds tracked by Wall St. Rank held MFS Active International ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.