PWPS
MFSG

Pinnacle Wealth Planning Services’s MFS Active Growth ETF MFSG Stock Holding History

Pinnacle Wealth Planning Services’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 		$257K Buy
8,500
+474
+6% +$13.9K 0.02% 428
2026
Q1 		$205K Buy
8,026
+928
+13% +$25.3K 0.02% 471
2025
Q4 		$201K Buy
+7,098
New +$201K 0.02% 462

Other funds holding MFSG

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Jones Financial Companies
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
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pinnacle Wealth Planning Services's MFSG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its MFS Active Growth ETF (MFSG) stake by 5.9% in Q2 2026, buying an estimated $13.9K and bringing the position to 8,500 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #428.

Pinnacle Wealth Planning Services first reported a position in MFSG in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 8,500 shares of MFS Active Growth ETF worth $257K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 474 MFS Active Growth ETF shares in Q2 2026, an estimated $13.9K.
  • MFS Active Growth ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #428 holding.
  • Pinnacle Wealth Planning Services first reported a position in MFS Active Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.