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Mfs Active Exchange Traded F shares owned by Modern Wealth Management

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

Historical chart of Modern 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 Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $6.5M 201k 32.48

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust St Str P500etf (SPYM)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr U S Equity Factr (LRGF)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Microsoft Corporation (MSFT)
Spdr Series Trust ST STR PR SP1500 (SPTM)

View all positions for Modern Wealth Management

Top funds holding Mfs Active Exchange Traded F

Raymond James Financial
LPL Financial
Jones Financial Companies, L.L
Bank of America Corporation
Old Second Wealth Management
Kestra Private Wealth Services
Baron Wealth Management
Capital Analysts
Cetera Investment Advisers
River Street Advisors
CMH Wealth Management
Spectrum Wealth Advisory Group
Royal Bank of Canada
Integrated Wealth Concepts
Stifel Financial

View all funds holding Mfs Active Exchange Traded F