Aventura Private Wealth’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Aventura Private Wealth’s Portfolio MSSM Stock Details MSSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11K	Hold	18	–	–	﹤0.01%	884
2026 Q1	$929	Sell	18 -318	-95%	-$17K	﹤0.01%	806
2025 Q4	$17K	Buy	+336	New	+$17.2K	0.01%	440

Other funds holding MSSM

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Aventura Private Wealth's MSSM Position: Q2 2026 in Review

Aventura Private Wealth held its Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) position steady in Q2 2026 at 18 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Aventura Private Wealth first reported a position in MSSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $17K in Q4 2025. 4 funds tracked by Wall St. Rank hold MSSM as of Q2 2026.

Aventura Private Wealth held 18 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $1.11K as of Q2 2026.
Aventura Private Wealth left its Morgan Stanley Pathway Small-Mid Cap Equity ETF share count unchanged in Q2 2026.
Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #884 holding.
Aventura Private Wealth first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
Aventura Private Wealth's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $17K in Q4 2025.
4 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.