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Mfs Active Exchange Traded F shares owned by Laurel Oak Wealth Management

Quarter-by-quarter ownership of Mfs Active Exchange Traded F (MFSB) shares owned by Laurel Oak Wealth Management from 13F filings

Historical chart of Laurel Oak Wealth Management investment in Mfs Active Exchange Traded F

Tip: Access up to 7 years of quarterly data

All positions including Mfs Active Exchange Traded F held by Laurel Oak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mfs Active Exchange Traded F by Laurel Oak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $510k 21k 24.89

More positions owned by Laurel Oak Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Listed Fds Tr Swan Hedged Eqty (HEGD)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard World Inf Tech Etf (VGT)

View all positions for Laurel Oak Wealth Management

Top funds holding Mfs Active Exchange Traded F

LPL Financial
WCG Wealth Advisors
Confluence Wealth Services
Marshall Financial Group
Exchange Traded Concepts
Cetera Investment Advisers
Fermata Advisors
Jones Financial Companies, L.L
Cambridge Investment Research Advisors
Jeter Robert S II
Marshall Investment Management
Natixis Asset Management Advisors
Flynn Zito Capital Management
Integrated Wealth Concepts
Goldman Sachs Group

View all funds holding Mfs Active Exchange Traded F