Steward Partners Investment Advisory’s MFS Active Intermediate Muni Bond ETF MFSM Stock Holding History

Steward Partners Investment Advisory’s Portfolio MFSM Stock Details MFSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$121K	Buy	4,803 +722	+18%	+$18.1K	﹤0.01%	2490
2026 Q1	$101K	Hold	4,081	–	–	﹤0.01%	2360
2025 Q4	$102K	Hold	4,081	–	–	﹤0.01%	2278
2025 Q3	$101K	Buy	+4,081	New	+$100K	﹤0.01%	2227

Other funds holding MFSM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

LOWM

Laurel Oak Wealth Management Marlton, New Jersey $687M AUM

PWM

Platt Wealth Management San Diego, California $124M AUM

LWMNY

Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return

Steward Partners Investment Advisory's MFSM Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its MFS Active Intermediate Muni Bond ETF (MFSM) stake by 18% in Q2 2026, buying an estimated $18.1K and bringing the position to 4,803 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #2490.

Steward Partners Investment Advisory first reported a position in MFSM in Q3 2025 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold MFSM as of Q2 2026.

Steward Partners Investment Advisory held 4,803 shares of MFS Active Intermediate Muni Bond ETF worth $121K as of Q2 2026.
Steward Partners Investment Advisory bought 722 MFS Active Intermediate Muni Bond ETF shares in Q2 2026, an estimated $18.1K.
MFS Active Intermediate Muni Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2490 holding.
Steward Partners Investment Advisory first reported a position in MFS Active Intermediate Muni Bond ETF in Q3 2025 and has held it in 4 quarters since.
18 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.