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Mfs Active Exchange Traded F shares owned by Marshall Investment Management

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

Historical chart of Marshall Investment 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 Marshall Investment 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 Marshall Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.4M 175k 25.22

More positions owned by Marshall Investment Management

Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Enhanced Mid (FMDE)
Pimco Equity Ser Rafi Dyn Ml Us (MFUS)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Fidelity Covington Trust Fidelity Fund Lr (FFLG)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Mfs Active Exchange Traded F Core Plus Bd Etf (MFSB)

View all positions for Marshall Investment Management

Top funds holding Mfs Active Exchange Traded F

Marshall Financial Group
LPL Financial
Confluence Wealth Services
Fermata Advisors
Cambridge Investment Research Advisors
Marshall Investment Management
Natixis Asset Management Advisors
Citadel Advisors
Jpmorgan Chase & Co
Branch Banking & Trust Company
Jones Financial Companies, L.L
Commonwealth Equity Services
Wiley Bros.-aintree Capital
Financial Advisory Corp
Private Advisor

View all funds holding Mfs Active Exchange Traded F