PFG
MFSV

Prosperity Financial Group’s MFS Active Value ETF MFSV Stock Holding History

Prosperity Financial 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 		$1.63M Sell
57,206
-401
-0.7% -$11.1K 0.51% 56
2026
Q1 		$1.54M Buy
57,607
+130
+0.2% +$3.56K 0.57% 46
2025
Q4 		$1.53M Buy
+57,477
New +$1.5M 0.55% 52

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

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

Prosperity Financial Group reduced its MFS Active Value ETF (MFSV) stake by 0.7% in Q2 2026, selling an estimated $11.1K and leaving 57,206 shares worth $1.63M. The position accounts for 0.51% of the portfolio, ranked #56.

Prosperity Financial Group first reported a position in MFSV in Q4 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Prosperity Financial Group held 57,206 shares of MFS Active Value ETF worth $1.63M as of Q2 2026.
  • Prosperity Financial Group sold 401 MFS Active Value ETF shares in Q2 2026, an estimated $11.1K.
  • MFS Active Value ETF made up 0.51% of Prosperity Financial Group's portfolio in Q2 2026, its #56 holding.
  • Prosperity Financial Group first reported a position in MFS Active Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

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