SWM
MFSV

SFG Wealth Management’s MFS Active Value ETF MFSV Stock Holding History

SFG Wealth Management’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 		$31.4M Buy
1,099,524
+165,926
+18% +$4.61M 11.3% 2
2026
Q1 		$25M Buy
933,598
+274,035
+42% +$7.49M 10.27% 3
2025
Q4 		$17.5M Buy
+659,563
New +$17.2M 6.88% 3

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

SFG Wealth Management's MFSV Position: Q2 2026 in Review

SFG Wealth Management increased its MFS Active Value ETF (MFSV) stake by 18% in Q2 2026, buying an estimated $4.61M and bringing the position to 1,099,524 shares worth $31.4M. The position accounts for 11.3% of the portfolio, ranked #2.

SFG Wealth Management 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.

  • SFG Wealth Management held 1,099,524 shares of MFS Active Value ETF worth $31.4M as of Q2 2026.
  • SFG Wealth Management bought 165,926 MFS Active Value ETF shares in Q2 2026, an estimated $4.61M.
  • MFS Active Value ETF made up 11.3% of SFG Wealth Management's portfolio in Q2 2026, its #2 holding.
  • SFG Wealth Management 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 SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.