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
Q2 		$64.3K Hold
2,250
– – 0.02% 277
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 $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

Sittner & Nelson's MFSV Position: Q2 2026 in Review

Sittner & Nelson held its MFS Active Value ETF (MFSV) position steady in Q2 2026 at 2,250 shares worth $64.3K. The position accounts for 0.02% of the portfolio, ranked #277.

Sittner & Nelson first reported a position in MFSV in Q2 2025 and has held it in 5 quarters since. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

  • Sittner & Nelson held 2,250 shares of MFS Active Value ETF worth $64.3K as of Q2 2026.
  • Sittner & Nelson left its MFS Active Value ETF share count unchanged in Q2 2026.
  • MFS Active Value ETF made up 0.02% of Sittner & Nelson's portfolio in Q2 2026, its #277 holding.
  • Sittner & Nelson first reported a position in MFS Active Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.