Steward Partners Investment Advisory’s MFS Active Value ETF MFSV Stock Holding History

Steward Partners Investment Advisory’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	$533K	Sell	18,673 -1,647	-8%	-$45.7K	﹤0.01%	1659
2026 Q1	$543K	Sell	20,320 -627	-3%	-$17.1K	﹤0.01%	1481
2025 Q4	$556K	Sell	20,947 -885	-4%	-$23.1K	﹤0.01%	1362
2025 Q3	$571K	Buy	21,832 +3,603	+20%	+$92.2K	﹤0.01%	1301
2025 Q2	$461K	Buy	+18,229	New	+$443K	﹤0.01%	1339

Other funds holding MFSV

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

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 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 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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its MFS Active Value ETF (MFSV) stake by 8.1% in Q2 2026, selling an estimated $45.7K and leaving 18,673 shares worth $533K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Steward Partners Investment Advisory first reported a position in MFSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $571K in Q3 2025. 46 funds tracked by Wall St. Rank hold MFSV as of Q2 2026.

Steward Partners Investment Advisory held 18,673 shares of MFS Active Value ETF worth $533K as of Q2 2026.
Steward Partners Investment Advisory sold 1,647 MFS Active Value ETF shares in Q2 2026, an estimated $45.7K.
MFS Active Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1659 holding.
Steward Partners Investment Advisory first reported a position in MFS Active Value ETF in Q2 2025 and has held it in 5 quarters since.
Steward Partners Investment Advisory's MFS Active Value ETF position peaked at $571K in Q3 2025.
46 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q2 2026.

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