Greenbush Financial Group
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Greenbush Financial Group’s MFS Active Value ETF MFSV Stock Holding History

Greenbush Financial Group’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 		– Sell
-515,923
Closed -$13.8M – 40
2026
Q1 		$13.8M Buy
515,923
+131,086
+34% +$3.59M 4.57% 9
2025
Q4 		$10.2M Buy
384,837
+70,196
+22% +$1.83M 3.47% 13
2025
Q3 		$8.23M Buy
314,641
+30,079
+11% +$770K 3.16% 15
2025
Q2 		$7.2M Buy
284,562
+27,442
+11% +$667K 3.14% 15
2025
Q1 		$6.35M Buy
+257,120
New +$6.33M 3.16% 16

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Paul R. Ried Financial Group
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SFG Wealth Management
SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
&Partners
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Greenbush Financial Group's MFSV Position: Q2 2026 in Review

Greenbush Financial Group sold out of MFS Active Value ETF (MFSV) in Q2 2026, closing a stake of 515,923 shares — an estimated $13.8M sold.

Greenbush Financial Group first reported a position in MFSV in Q1 2025 and held it in 5 quarters. The position peaked at $13.8M in Q1 2026. 45 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Greenbush Financial Group reported no remaining MFS Active Value ETF position as of Q2 2026 after selling out during the quarter.
  • Greenbush Financial Group sold 515,923 MFS Active Value ETF shares in Q2 2026, an estimated $13.8M.
  • Greenbush Financial Group first reported a position in MFS Active Value ETF in Q1 2025 and held it in 5 quarters.
  • Greenbush Financial Group's MFS Active Value ETF position peaked at $13.8M in Q1 2026.
  • 45 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.