RIA
MFSV

Regal Investment Advisors’s MFS Active Value ETF MFSV Stock Holding History

Regal Investment Advisors’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 		$474K Buy
16,605
+2,090
+14% +$58K 0.02% 477
2026
Q1 		$388K Buy
+14,515
New +$397K 0.02% 482

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

Regal Investment Advisors's MFSV Position: Q2 2026 in Review

Regal Investment Advisors increased its MFS Active Value ETF (MFSV) stake by 14% in Q2 2026, buying an estimated $58K and bringing the position to 16,605 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #477.

Regal Investment Advisors first reported a position in MFSV in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Regal Investment Advisors held 16,605 shares of MFS Active Value ETF worth $474K as of Q2 2026.
  • Regal Investment Advisors bought 2,090 MFS Active Value ETF shares in Q2 2026, an estimated $58K.
  • MFS Active Value ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #477 holding.
  • Regal Investment Advisors first reported a position in MFS Active Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.