Janney Montgomery Scott
MVPA icon

Janney Montgomery Scott’s Miller Value Partners Appreciation ETF MVPA Stock Holding History

Janney Montgomery Scott’s Portfolio MVPA Stock Details MVPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-28,159
Closed -$977K – 3041
2025
Q3 		$977K Buy
28,159
+1,921
+7% +$66.6K ﹤0.01% 1709
2025
Q2 		$906K Sell
26,238
-2,865
-10% -$91.7K ﹤0.01% 1648
2025
Q1 		$911K Buy
+29,103
New +$993K ﹤0.01% 1597

Other funds holding MVPA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott's MVPA Position: Q4 2025 in Review

Janney Montgomery Scott sold out of Miller Value Partners Appreciation ETF (MVPA) in Q4 2025, closing a stake of 28,159 shares — an estimated $977K sold.

Janney Montgomery Scott first reported a position in MVPA in Q1 2025 and held it in 3 quarters. The position peaked at $977K in Q3 2025. 7 funds tracked by Wall St. Rank hold MVPA as of Q4 2025.

  • Janney Montgomery Scott reported no remaining Miller Value Partners Appreciation ETF position as of Q4 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 28,159 Miller Value Partners Appreciation ETF shares in Q4 2025, an estimated $977K.
  • Janney Montgomery Scott first reported a position in Miller Value Partners Appreciation ETF in Q1 2025 and held it in 3 quarters.
  • Janney Montgomery Scott's Miller Value Partners Appreciation ETF position peaked at $977K in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Miller Value Partners Appreciation ETF as of Q4 2025.

Based on Janney Montgomery Scott's 13F filing for Q4 2025, filed 11 Feb 2026.