Summit Wealth Group (Colorado)
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Summit Wealth Group (Colorado)’s MFS Active Growth ETF MFSG Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio MFSG Stock Details MFSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-6,676
Closed -$202K – 465
2026
Q2 		$202K Buy
+6,676
New +$195K 0.02% 389

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Summit Wealth Group (Colorado)'s MFSG Position: Q3 2026 in Review

Summit Wealth Group (Colorado) sold out of MFS Active Growth ETF (MFSG) in Q3 2026, closing a stake of 6,676 shares — an estimated $202K sold.

Summit Wealth Group (Colorado) first reported a position in MFSG in Q2 2026 and held it in 1 quarter. The position peaked at $202K in Q2 2026. 16 funds tracked by Wall St. Rank hold MFSG as of Q3 2026.

  • Summit Wealth Group (Colorado) reported no remaining MFS Active Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 6,676 MFS Active Growth ETF shares in Q3 2026, an estimated $202K.
  • Summit Wealth Group (Colorado) first reported a position in MFS Active Growth ETF in Q2 2026 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s MFS Active Growth ETF position peaked at $202K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.