Global Retirement Partners’s MFS Active Growth ETF MFSG Stock Holding History

Global Retirement Partners’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	$299K	Buy	+9,885	New	+$289K	﹤0.01%	1331

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Retirement Partners's MFSG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in MFS Active Growth ETF (MFSG) in Q2 2026: 9,885 shares worth $299K. The stake represents ﹤0.01% of the portfolio and ranks #1331 among its holdings.

40 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

Global Retirement Partners held 9,885 shares of MFS Active Growth ETF worth $299K as of Q2 2026.
MFS Active Growth ETF was a new Global Retirement Partners position in Q2 2026.
MFS Active Growth ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1331 holding.
40 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.