LPL Financial
MFSM

LPL Financial’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

LPL Financial’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 		$19.7M Sell
782,623
-58,865
-7% -$1.48M ﹤0.01% 1580
2026
Q1 		$20.9M Buy
+841,488
New +$21.2M 0.01% 1440

Other funds holding MFSM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Natixis Advisors
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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial's MFSM Position: Q2 2026 in Review

LPL Financial reduced its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 7% in Q2 2026, selling an estimated $1.48M and leaving 782,623 shares worth $19.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

LPL Financial first reported a position in MFSM in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.9M in Q1 2026. 18 funds tracked by Wall St. Rank hold MFSM as of Q2 2026.

  • LPL Financial held 782,623 shares of MFS Active Intermediate Muni Bond ETF worth $19.7M as of Q2 2026.
  • LPL Financial sold 58,865 MFS Active Intermediate Muni Bond ETF shares in Q2 2026, an estimated $1.48M.
  • MFS Active Intermediate Muni Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1580 holding.
  • LPL Financial first reported a position in MFS Active Intermediate Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • LPL Financial's MFS Active Intermediate Muni Bond ETF position peaked at $20.9M in Q1 2026.
  • 18 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q2 2026.

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