BWS
MSSM

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

Buck Wealth Strategies’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 		$682 Buy
+11
New +$636 ﹤0.01% 975

Other funds holding MSSM

LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Buck Wealth Strategies's MSSM Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q2 2026: 11 shares worth $682. The stake represents ﹤0.01% of the portfolio and ranks #975 among its holdings.

7 funds tracked by Wall St. Rank hold MSSM as of Q2 2026.

  • Buck Wealth Strategies held 11 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $682 as of Q2 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF was a new Buck Wealth Strategies position in Q2 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #975 holding.
  • 7 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.