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Mfs Active Exchange Traded F shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $995k 34k 29.72
2025-12-31 $946k 31k 30.45
2025-09-30 $942k 32k 29.54
2025-06-30 $422k 15k 28.45

More positions owned by Steward Partners Investment Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Core Msci Emkt (IEMG)
JPMorgan Chase & Co. (JPM)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Steward Partners Investment Advisory

Top funds holding Mfs Active Exchange Traded F

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

View all funds holding Mfs Active Exchange Traded F