KWM
MFSV

Kingsview Wealth Management’s MFS Active Value ETF MFSV Stock Holding History

Kingsview Wealth Management’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 		$2.23M Buy
77,906
+33,582
+76% +$932K 0.03% 533
2026
Q1 		$1.18M Buy
+44,324
New +$1.21M 0.02% 622

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
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
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
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
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Kingsview Wealth Management's MFSV Position: Q2 2026 in Review

Kingsview Wealth Management increased its MFS Active Value ETF (MFSV) stake by 76% in Q2 2026, buying an estimated $932K and bringing the position to 77,906 shares worth $2.23M. The position accounts for 0.03% of the portfolio, ranked #533.

Kingsview Wealth Management first reported a position in MFSV in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Kingsview Wealth Management held 77,906 shares of MFS Active Value ETF worth $2.23M as of Q2 2026.
  • Kingsview Wealth Management bought 33,582 MFS Active Value ETF shares in Q2 2026, an estimated $932K.
  • MFS Active Value ETF made up 0.03% of Kingsview Wealth Management's portfolio in Q2 2026, its #533 holding.
  • Kingsview Wealth Management first reported a position in MFS Active Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.