SWAG
MFSI

Spectrum Wealth Advisory Group’s MFS Active International ETF MFSI Stock Holding History

Spectrum Wealth Advisory Group’s Portfolio MFSI Stock Details MFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.3M Buy
379,635
+59,897
+19% +$1.85M 4.2% 8
2025
Q4 		$9.74M Buy
+319,738
New +$9.55M 3.58% 9

Other funds holding MFSI

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
OSNBOA
Old Second National Bank of Aurora Aurora, Illinois $484M AUM 26.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RSA
River Street Advisors Aurora, Illinois $296M AUM 25.57% 1-Year Est. Return

Spectrum Wealth Advisory Group's MFSI Position: Q1 2026 in Review

Spectrum Wealth Advisory Group increased its MFS Active International ETF (MFSI) stake by 19% in Q1 2026, buying an estimated $1.85M and bringing the position to 379,635 shares worth $11.3M. The position accounts for 4.2% of the portfolio, ranked #8.

Spectrum Wealth Advisory Group first reported a position in MFSI in Q4 2025 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold MFSI as of Q1 2026.

  • Spectrum Wealth Advisory Group held 379,635 shares of MFS Active International ETF worth $11.3M as of Q1 2026.
  • Spectrum Wealth Advisory Group bought 59,897 MFS Active International ETF shares in Q1 2026, an estimated $1.85M.
  • MFS Active International ETF made up 4.2% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #8 holding.
  • Spectrum Wealth Advisory Group first reported a position in MFS Active International ETF in Q4 2025 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held MFS Active International ETF as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.