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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 – 2001
2024
Q4 		$360K Buy
+11,909
New +$364K ﹤0.01% 1434

Other funds holding MSMR

MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.54B AUM 37.12% 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 $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Atria Wealth Solutions's MSMR Position: Q1 2025 in Review

Atria Wealth Solutions sold out of McElhenny Sheffield Managed Risk ETF (MSMR) in Q1 2025, closing a stake of 11,909 shares — an estimated $360K sold.

Atria Wealth Solutions first reported a position in MSMR in Q4 2024 and held it in 1 quarter. The position peaked at $360K in Q4 2024. 14 funds tracked by Wall St. Rank hold MSMR as of Q1 2025.

  • Atria Wealth Solutions reported no remaining McElhenny Sheffield Managed Risk ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,909 McElhenny Sheffield Managed Risk ETF shares in Q1 2025, an estimated $360K.
  • Atria Wealth Solutions first reported a position in McElhenny Sheffield Managed Risk ETF in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's McElhenny Sheffield Managed Risk ETF position peaked at $360K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.