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Mfs Active Exchange Traded F shares owned by SHP Wealth Management

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

Historical chart of SHP 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 SHP 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 SHP Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.2k 100 32.34

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Fidelity Covington Trust Enhanced Large (FELC)
J P Morgan Exchange Traded F Equity Premium (JEPI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr High Yld Systm B (HYDB)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Fidelity Covington Trust High Divid Etf (FDVV)

View all positions for SHP 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