Integrated Wealth Concepts »

Mfs Active Exchange Traded F shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Mfs Active Exchange Traded F (MFSI) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Mfs Active Exchange Traded F by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 347k 29.54
2025-06-30 $9.1M 319k 28.45
2025-03-31 $8.4M 326k 25.72

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Mfs Active Exchange Traded F

Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Raymond James Financial
Old Second Wealth Management
Baron Wealth Management
Kestra Private Wealth Services
LPL Financial
River Street Advisors
Capital Analysts
Jones Financial Companies, L.L
Cetera Investment Advisers
Soltis Investment Advisors
Royal Bank of Canada
Integrated Wealth Concepts
Jane Street
Goss Wealth Management

View all funds holding Mfs Active Exchange Traded F