SN
MFSV

Sittner & Nelson’s MFS Active Value ETF MFSV Stock Holding History

Sittner & Nelson’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
Q1 		$60.1K Hold
2,250
– – 0.02% 280
2025
Q4 		$63.2K Hold
2,250
– – 0.02% 251
2025
Q3 		$58.8K Buy
2,250
+2,000
+800% +$51.2K 0.02% 240
2025
Q2 		$6.32K Buy
+250
New +$6.08K ﹤0.01% 406

Other funds holding MFSV

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $243M AUM 22.03% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $302M AUM 17.46% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sittner & Nelson's MFSV Position: Q1 2026 in Review

Sittner & Nelson held its MFS Active Value ETF (MFSV) position steady in Q1 2026 at 2,250 shares worth $60.1K. The position accounts for 0.02% of the portfolio, ranked #280.

Sittner & Nelson first reported a position in MFSV in Q2 2025 and has held it in 4 quarters since. The position peaked at $63.2K in Q4 2025. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • Sittner & Nelson held 2,250 shares of MFS Active Value ETF worth $60.1K as of Q1 2026.
  • Sittner & Nelson left its MFS Active Value ETF share count unchanged in Q1 2026.
  • MFS Active Value ETF made up 0.02% of Sittner & Nelson's portfolio in Q1 2026, its #280 holding.
  • Sittner & Nelson first reported a position in MFS Active Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Sittner & Nelson's MFS Active Value ETF position peaked at $63.2K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.