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Ameritas Advisory Services’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Ameritas Advisory Services’s Portfolio MSMR Stock Details MSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-322
Closed -$9.96K – 2625
2025
Q2 		$9.96K Buy
+322
New +$9.61K ﹤0.01% 2019

Other funds holding MSMR

MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Ameritas Advisory Services's MSMR Position: Q3 2025 in Review

Ameritas Advisory Services sold out of McElhenny Sheffield Managed Risk ETF (MSMR) in Q3 2025, closing a stake of 322 shares — an estimated $9.96K sold.

Ameritas Advisory Services first reported a position in MSMR in Q2 2025 and held it in 1 quarter. The position peaked at $9.96K in Q2 2025. 12 funds tracked by Wall St. Rank hold MSMR as of Q3 2025.

  • Ameritas Advisory Services reported no remaining McElhenny Sheffield Managed Risk ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 322 McElhenny Sheffield Managed Risk ETF shares in Q3 2025, an estimated $9.96K.
  • Ameritas Advisory Services first reported a position in McElhenny Sheffield Managed Risk ETF in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's McElhenny Sheffield Managed Risk ETF position peaked at $9.96K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.