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 Q2	$202K	Buy	+6,676	New	+$195K	0.02%	389

Other funds holding MFSG

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

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

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFG

Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MFSG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) opened a new position in MFS Active Growth ETF (MFSG) in Q2 2026: 6,676 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #389 among its holdings.

39 funds tracked by Wall St. Rank hold MFSG as of Q2 2026.

Summit Wealth Group (Colorado) held 6,676 shares of MFS Active Growth ETF worth $202K as of Q2 2026.
MFS Active Growth ETF was a new Summit Wealth Group (Colorado) position in Q2 2026.
MFS Active Growth ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #389 holding.
39 funds tracked by Wall St. Rank held MFS Active Growth ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.