Private Advisor Group’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Private Advisor Group’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 Q2	$501K	Buy	19,887 +4,942	+33%	+$124K	﹤0.01%	1798
2026 Q1	$371K	Buy	+14,945	New	+$377K	﹤0.01%	2045

Other funds holding MFSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

PWM

Platt Wealth Management San Diego, California $124M AUM

LWMNY

Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return

Private Advisor Group's MFSM Position: Q2 2026 in Review

Private Advisor Group increased its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 33% in Q2 2026, buying an estimated $124K and bringing the position to 19,887 shares worth $501K. The position accounts for ﹤0.01% of the portfolio, ranked #1798.

Private Advisor Group first reported a position in MFSM in Q1 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold MFSM as of Q2 2026.

Private Advisor Group held 19,887 shares of MFS Active Intermediate Muni Bond ETF worth $501K as of Q2 2026.
Private Advisor Group bought 4,942 MFS Active Intermediate Muni Bond ETF shares in Q2 2026, an estimated $124K.
MFS Active Intermediate Muni Bond ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1798 holding.
Private Advisor Group first reported a position in MFS Active Intermediate Muni Bond ETF in Q1 2026 and has held it in 2 quarters since.
18 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.