Soltis Investment Advisors »

Mfs Active Exchange Traded F shares owned by Soltis Investment Advisors

Quarter-by-quarter ownership of Mfs Active Exchange Traded F (MFSI) shares owned by Soltis Investment Advisors from 13F filings

Historical chart of Soltis Investment Advisors 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 Soltis Investment Advisors 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 Soltis Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $12M 405k 29.54
2025-06-30 $10M 362k 28.45
2025-03-31 $7.2M 281k 25.72

More positions owned by Soltis Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Security Natl Finl Corp Cl A New (SNFCA)
Netflix (NFLX)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Meta Platforms Cl A (META)
Ishares Tr Core S&p Mcp Etf (IJH)
Broadcom (AVGO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Soltis Investment Advisors

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