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
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

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Prosperity Financial Group's MFSG Position: Q1 2026 in Review

Prosperity Financial Group reduced its MFS Active Growth ETF (MFSG) stake by 4.2% in Q1 2026, selling an estimated $202K and leaving 169,952 shares worth $4.35M. The position accounts for 1.61% of the portfolio, ranked #15.

Prosperity Financial Group first reported a position in MFSG in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.02M in Q4 2025. 33 funds tracked by Wall St. Rank hold MFSG as of Q1 2026.

  • Prosperity Financial Group held 169,952 shares of MFS Active Growth ETF worth $4.35M as of Q1 2026.
  • Prosperity Financial Group sold 7,397 MFS Active Growth ETF shares in Q1 2026, an estimated $202K.
  • MFS Active Growth ETF made up 1.61% of Prosperity Financial Group's portfolio in Q1 2026, its #15 holding.
  • Prosperity Financial Group first reported a position in MFS Active Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Prosperity Financial Group's MFS Active Growth ETF position peaked at $5.02M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q1 2026.

Based on Prosperity Financial Group's 13F filing for Q1 2026, filed 13 May 2026.