Atria Wealth Solutions’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Atria Wealth Solutions’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 Q1	–	Sell	-11,909	Closed	-$360K	–	2002
2024 Q4	$360K	Buy	+11,909	New	+$364K	﹤0.01%	1434

Other funds holding MSMR

McElhenny Sheffield Capital Management Dallas, Texas $403M AUM 28.73% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $315M AUM 38.29% 1-Year Est. Return

United Advisor Group Cincinnati, Ohio $807M AUM 18.32% 1-Year Est. Return

Cerity Partners

Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return

WorthPointe La Jolla, California $367M AUM 18.78% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return