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
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

EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $570B AUM 27.57% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $271M AUM 30.27% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's MFSG Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its MFS Active Growth ETF (MFSG) stake by 13% in Q1 2026, buying an estimated $25.3K and bringing the position to 8,026 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #471.

Pinnacle Wealth Planning Services first reported a position in MFSG in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold MFSG as of Q1 2026.

  • Pinnacle Wealth Planning Services held 8,026 shares of MFS Active Growth ETF worth $205K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 928 MFS Active Growth ETF shares in Q1 2026, an estimated $25.3K.
  • MFS Active Growth ETF made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #471 holding.
  • Pinnacle Wealth Planning Services first reported a position in MFS Active Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.