SWGC
MFSG

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
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $193M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $264M AUM 19.8% 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.

14 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.
  • 14 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.