Kestra Private Wealth Services’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Kestra Private Wealth Services’s Portfolio MFSM Stock Details MFSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57M	Buy	62,443 +56	+0.1%	+$1.41K	0.02%	678
2026 Q1	$1.55M	Buy	+62,387	New	+$1.57M	0.02%	639

Other funds holding MFSM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

PWM

Platt Wealth Management San Diego, California $124M AUM

LWMNY

Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kestra Private Wealth Services's MFSM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 0.09% in Q2 2026, buying an estimated $1.41K and bringing the position to 62,443 shares worth $1.57M. The position accounts for 0.02% of the portfolio, ranked #678.

Kestra Private Wealth Services first reported a position in MFSM in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold MFSM as of Q2 2026.

Kestra Private Wealth Services held 62,443 shares of MFS Active Intermediate Muni Bond ETF worth $1.57M as of Q2 2026.
Kestra Private Wealth Services bought 56 MFS Active Intermediate Muni Bond ETF shares in Q2 2026, an estimated $1.41K.
MFS Active Intermediate Muni Bond ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #678 holding.
Kestra Private Wealth Services first reported a position in MFS Active Intermediate Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
18 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.