SPIA
MFSV

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
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
LPL Financial San Diego, California $377B AUM 19.32% 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 $243M AUM 22.03% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GFG
Greenbush Financial Group Albany, New York $302M AUM 17.46% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its MFS Active Value ETF (MFSV) stake by 3% in Q1 2026, selling an estimated $17.1K and leaving 20,320 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Steward Partners Investment Advisory first reported a position in MFSV in Q2 2025 and has held it in 4 quarters since. The position peaked at $571K in Q3 2025. 41 funds tracked by Wall St. Rank hold MFSV as of Q1 2026.

  • Steward Partners Investment Advisory held 20,320 shares of MFS Active Value ETF worth $543K as of Q1 2026.
  • Steward Partners Investment Advisory sold 627 MFS Active Value ETF shares in Q1 2026, an estimated $17.1K.
  • MFS Active Value ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1481 holding.
  • Steward Partners Investment Advisory first reported a position in MFS Active Value ETF in Q2 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's MFS Active Value ETF position peaked at $571K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held MFS Active Value ETF as of Q1 2026.

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