CCWM
MSSM

Cassaday & Co Wealth Management’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Cassaday & Co Wealth Management’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 		– Sell
-27
Closed -$1.39K – 1448
2026
Q1 		$1.39K Buy
+27
New +$1.44K ﹤0.01% 1099

Other funds holding MSSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cassaday & Co Wealth Management's MSSM Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q2 2026, closing a stake of 27 shares — an estimated $1.39K sold.

Cassaday & Co Wealth Management first reported a position in MSSM in Q1 2026 and held it in 1 quarter. The position peaked at $1.39K in Q1 2026. 22 funds tracked by Wall St. Rank hold MSSM as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Morgan Stanley Pathway Small-Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 27 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q2 2026, an estimated $1.39K.
  • Cassaday & Co Wealth Management first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $1.39K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.