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MFSMMFSM
4 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in MFS ACTIVE EXCHANGE TRADED F

Steward Partners Investment Advisory, LLC holds 4,803 shares of MFSM (MFS ACTIVE EXCHANGE TRADED F), worth $120,988 as of 2026-Q2. The position was increased (+17.7% shares). MFSM represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$120,988

Current Shares

4,803

Total Value Change

+$19,657

Total Shares Change

+722

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4,803
+17.7%
$120,9880.0%$25.19
26
2026-Q1
Unchanged
4,081
0.0%
$101,4340.0%$25.28
0
2025-Q4
Unchanged
4,081
0.0%
$102,1880.0%$24.96
0
2025-Q3
New
4,081
-
$101,3310.0%$24.54
30

Other major holders of MFSM: LPL Financial LLC, JONES FINANCIAL COMPANIES LLLP, RAYMOND JAMES FINANCIAL INC

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