PFG
MFSG

Prosperity Financial Group’s MFS Active Growth ETF MFSG Stock Holding History

Prosperity Financial Group’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 		$5.21M Buy
172,207
+2,255
+1% +$66K 1.62% 12
2026
Q1 		$4.35M Sell
169,952
-7,397
-4% -$202K 1.61% 15
2025
Q4 		$5.02M Buy
177,349
+42,154
+31% +$1.19M 1.81% 12
2025
Q3 		$3.81M Sell
135,195
-149
-0.1% -$4.08K 1.39% 19
2025
Q2 		$3.59M Buy
135,344
+1,350
+1% +$32.1K 1.52% 16
2025
Q1 		$3.01M Buy
+133,994
New +$3.3M 1.5% 18

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Prosperity Financial Group's MFSG Position: Q2 2026 in Review

Prosperity Financial Group increased its MFS Active Growth ETF (MFSG) stake by 1.3% in Q2 2026, buying an estimated $66K and bringing the position to 172,207 shares worth $5.21M. The position accounts for 1.62% of the portfolio, ranked #12.

Prosperity Financial Group first reported a position in MFSG in Q1 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

  • Prosperity Financial Group held 172,207 shares of MFS Active Growth ETF worth $5.21M as of Q2 2026.
  • Prosperity Financial Group bought 2,255 MFS Active Growth ETF shares in Q2 2026, an estimated $66K.
  • MFS Active Growth ETF made up 1.62% of Prosperity Financial Group's portfolio in Q2 2026, its #12 holding.
  • Prosperity Financial Group first reported a position in MFS Active Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 40 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.