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
Q1 		$1.39K Buy
+27
New +$1.44K ﹤0.01% 1099

Other funds holding MSSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
CTA
Colonial Trust Advisors Spartanburg, South Carolina $1.29B AUM 19.9% 1-Year Est. Return

Cassaday & Co Wealth Management's MSSM Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q1 2026: 27 shares worth $1.39K. The stake represents ﹤0.01% of the portfolio and ranks #1099 among its holdings.

21 funds tracked by Wall St. Rank hold MSSM as of Q1 2026.

  • Cassaday & Co Wealth Management held 27 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $1.39K as of Q1 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #1099 holding.
  • 21 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.