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Mfs Active Exchange Traded F shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Mfs Active Exchange Traded F (MFSG) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $202k 6.7k 30.27

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Qim Us Large Cap (SEIM)
Sei Exchange Traded Funds Qim Us Large Val (SEIV)
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)
Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)
Sei Exchange Traded Funds Sele Smal Ca Etf (SEIS)
Sei Exchange Traded Funds Select Emerging (SEEM)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us High Prof Etf (DUHP)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Mfs Active Exchange Traded F

Evergreen Wealth Solutions
LPL Financial
Jones Financial Companies, L.L
Allegheny Financial Group
Royal Bank of Canada
Prosperity Financial Group
Cornerstone Wealth Management
Commonwealth Equity Services
Advisory Services Network
Cetera Investment Advisers
Apollon Wealth Management
IHT Wealth Management
Goldman Sachs Group
Kingsview Wealth Management
Jane Street

View all funds holding Mfs Active Exchange Traded F