Integrated Wealth Concepts’s MFS Active Value ETF MFSV Stock Holding History

Integrated Wealth Concepts’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	$71.6K	Buy	+2,506	New	+$69.6K	﹤0.01%	3085

Other funds holding MFSV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Integrated Wealth Concepts's MFSV Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in MFS Active Value ETF (MFSV) in Q2 2026: 2,506 shares worth $71.6K. The stake represents ﹤0.01% of the portfolio and ranks #3085 among its holdings.

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

Integrated Wealth Concepts held 2,506 shares of MFS Active Value ETF worth $71.6K as of Q2 2026.
MFS Active Value ETF was a new Integrated Wealth Concepts position in Q2 2026.
MFS Active Value ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3085 holding.
46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.