Aptus Capital Advisors’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $8.69M | Buy |
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|
2025
Q3 | $7.06M | Buy |
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|
2025
Q2 | $6.35M | Buy |
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|
2025
Q1 | $53.5K | Hold |
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|
2024
Q4 | $54.5K | Hold |
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|
2024
Q3 | $53.6K | Hold |
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|
2024
Q2 | $50.4K | Buy |
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|
2024
Q1 | $24.5K | Buy |
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|
2023
Q4 | $5.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3K | Buy |
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