MOTCO’s MFS Active Growth ETF MFSG Stock Holding History

MOTCO’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 Q3	$95.7K	Buy	+3,128	New	+$93.8K	0.01%	288

Other funds holding MFSG

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allegheny Financial Group Pittsburgh, Pennsylvania $997M AUM 14.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Prosperity Financial Group San Ramon, California $341M AUM 26% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

MOTCO's MFSG Position: Q3 2026 in Review

MOTCO opened a new position in MFS Active Growth ETF (MFSG) in Q3 2026: 3,128 shares worth $95.7K. The stake represents 0.01% of the portfolio and ranks #288 among its holdings.

28 funds tracked by Wall St. Rank hold MFSG as of Q3 2026.

MOTCO held 3,128 shares of MFS Active Growth ETF worth $95.7K as of Q3 2026.
MFS Active Growth ETF was a new MOTCO position in Q3 2026.
MFS Active Growth ETF made up 0.01% of MOTCO's portfolio in Q3 2026, its #288 holding.
28 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.