Cambridge Investment Research Advisors’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Cambridge Investment Research Advisors’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
2026 Q2	$4.23M	Buy	+120,194	New	+$4.32M	0.01%	1069

Other funds holding MSMR

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

AWM

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

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Cambridge Investment Research Advisors's MSMR Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in McElhenny Sheffield Managed Risk ETF (MSMR) in Q2 2026: 120,194 shares worth $4.23M. The stake represents 0.01% of the portfolio and ranks #1069 among its holdings.

6 funds tracked by Wall St. Rank hold MSMR as of Q2 2026.

Cambridge Investment Research Advisors held 120,194 shares of McElhenny Sheffield Managed Risk ETF worth $4.23M as of Q2 2026.
McElhenny Sheffield Managed Risk ETF was a new Cambridge Investment Research Advisors position in Q2 2026.
McElhenny Sheffield Managed Risk ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1069 holding.
6 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.