Global Retirement Partners’s MFS Active Value ETF MFSV Stock Holding History

Global Retirement Partners’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	$368K	Buy	+12,876	New	+$357K	0.01%	1191

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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

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

Global Retirement Partners opened a new position in MFS Active Value ETF (MFSV) in Q2 2026: 12,876 shares worth $368K. The stake represents 0.01% of the portfolio and ranks #1191 among its holdings.

46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

Global Retirement Partners held 12,876 shares of MFS Active Value ETF worth $368K as of Q2 2026.
MFS Active Value ETF was a new Global Retirement Partners position in Q2 2026.
MFS Active Value ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1191 holding.
46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

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