LPL Financial’s MFS Active Growth ETF MFSG Stock Holding History

LPL Financial’s Portfolio MFSG Stock Details MFSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.1M	Buy	1,755,961 +60,334	+4%	+$1.77M	0.01%	978
2026 Q1	$43.4M	Buy	1,695,627 +1,519,766	+864%	+$41.5M	0.01%	984
2025 Q4	$4.98M	Buy	175,861 +89,644	+104%	+$2.53M	﹤0.01%	2540
2025 Q3	$2.43M	Buy	+86,217	New	+$2.36M	﹤0.01%	3148

Other funds holding MFSG

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

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

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's MFSG Position: Q2 2026 in Review

LPL Financial increased its MFS Active Growth ETF (MFSG) stake by 3.6% in Q2 2026, buying an estimated $1.77M and bringing the position to 1,755,961 shares worth $53.1M. The position accounts for 0.01% of the portfolio, ranked #978.

LPL Financial first reported a position in MFSG in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

LPL Financial held 1,755,961 shares of MFS Active Growth ETF worth $53.1M as of Q2 2026.
LPL Financial bought 60,334 MFS Active Growth ETF shares in Q2 2026, an estimated $1.77M.
MFS Active Growth ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #978 holding.
LPL Financial first reported a position in MFS Active Growth ETF in Q3 2025 and has held it in 4 quarters since.
40 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.