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 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

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Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

LOWM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PWM

Platt Wealth Management San Diego, California $103M AUM

GSEP

Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Steward Partners Investment Advisory's MFSM Position: Q1 2026 in Review

Steward Partners Investment Advisory held its MFS Active Intermediate Muni Bond ETF (MFSM) position steady in Q1 2026 at 4,081 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2360.

Steward Partners Investment Advisory first reported a position in MFSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $102K in Q4 2025. 16 funds tracked by Wall St. Rank hold MFSM as of Q1 2026.

Steward Partners Investment Advisory held 4,081 shares of MFS Active Intermediate Muni Bond ETF worth $101K as of Q1 2026.
Steward Partners Investment Advisory left its MFS Active Intermediate Muni Bond ETF share count unchanged in Q1 2026.
MFS Active Intermediate Muni Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2360 holding.
Steward Partners Investment Advisory first reported a position in MFS Active Intermediate Muni Bond ETF in Q3 2025 and has held it in 3 quarters since.
Steward Partners Investment Advisory's MFS Active Intermediate Muni Bond ETF position peaked at $102K in Q4 2025.
16 funds tracked by Wall St. Rank held MFS Active Intermediate Muni Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.