PAG
MFSV

Private Advisor Group’s MFS Active Value ETF MFSV Stock Holding History

Private Advisor Group’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 		$16.8M Sell
588,632
-231,895
-28% -$6.44M 0.08% 270
2026
Q1 		$21.9M Buy
820,527
+31,698
+4% +$867K 0.1% 207
2025
Q4 		$20.9M Buy
+788,829
New +$20.6M 0.1% 213

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Private Advisor Group reduced its MFS Active Value ETF (MFSV) stake by 28% in Q2 2026, selling an estimated $6.44M and leaving 588,632 shares worth $16.8M. The position accounts for 0.08% of the portfolio, ranked #270.

Private Advisor Group first reported a position in MFSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $21.9M in Q1 2026. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Private Advisor Group held 588,632 shares of MFS Active Value ETF worth $16.8M as of Q2 2026.
  • Private Advisor Group sold 231,895 MFS Active Value ETF shares in Q2 2026, an estimated $6.44M.
  • MFS Active Value ETF made up 0.08% of Private Advisor Group's portfolio in Q2 2026, its #270 holding.
  • Private Advisor Group first reported a position in MFS Active Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Private Advisor Group's MFS Active Value ETF position peaked at $21.9M in Q1 2026.
  • 46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

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