PW
MFSV

Potentia Wealth’s MFS Active Value ETF MFSV Stock Holding History

Potentia Wealth’s Portfolio MFSV Stock Details MFSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.65M Buy
+267,667
New +$7.43M 3.13% 9

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PRRFG
Paul R. Ried Financial Group Bellevue, Washington $229M AUM 29.24% 1-Year Est. Return
SWM
SFG Wealth Management Towson, Maryland $278M AUM 29.66% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

Potentia Wealth's MFSV Position: Q2 2026 in Review

Potentia Wealth opened a new position in MFS Active Value ETF (MFSV) in Q2 2026: 267,667 shares worth $7.65M. The stake represents 3.13% of the portfolio and ranks #9 among its holdings.

46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Potentia Wealth held 267,667 shares of MFS Active Value ETF worth $7.65M as of Q2 2026.
  • MFS Active Value ETF was a new Potentia Wealth position in Q2 2026.
  • MFS Active Value ETF made up 3.13% of Potentia Wealth's portfolio in Q2 2026, its #9 holding.
  • 46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Potentia Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.