PCG Wealth Advisors’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

PCG Wealth Advisors’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 Q3	$235K	Buy	+10,000	New	+$246K	0.05%	174

Other funds holding MFSM

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

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

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

Laurel Oak Wealth Management Marlton, New Jersey $713M AUM 22.47% 1-Year Est. Return

Platt Wealth Management San Diego, California $129M AUM 17.42% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

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

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

CRA Financial Services Northfield, New Jersey $904M AUM 20.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

PCG Wealth Advisors's MFSM Position: Q3 2026 in Review

PCG Wealth Advisors opened a new position in MFS Active Intermediate Muni Bond ETF (MFSM) in Q3 2026: 10,000 shares worth $235K. The stake represents 0.05% of the portfolio and ranks #174 among its holdings.

13 funds tracked by Wall St. Rank hold MFSM as of Q3 2026.

PCG Wealth Advisors held 10,000 shares of MFS Active Intermediate Muni Bond ETF worth $235K as of Q3 2026.
MFS Active Intermediate Muni Bond ETF was a new PCG Wealth Advisors position in Q3 2026.
MFS Active Intermediate Muni Bond ETF made up 0.05% of PCG Wealth Advisors's portfolio in Q3 2026, its #174 holding.
13 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q3 2026.

Based on PCG Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.