Mfs Active Exchange Traded F shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Mfs Active Exchange Traded F (MFSI) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Mfs Active Exchange Traded F
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All positions including Mfs Active Exchange Traded F held by Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $82M | 2.8M | 29.54 |
| 2025-06-30 | $72M | 2.5M | 28.45 |
| 2025-03-31 | $56M | 2.2M | 25.72 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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