CAS
MSSM

Coppell Advisory Solutions’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-34
Closed -$1.59K – 1969
2024
Q4 		$1.59K Buy
+34
New +$1.63K ﹤0.01% 1575

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Coppell Advisory Solutions's MSSM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q1 2025, closing a stake of 34 shares — an estimated $1.59K sold.

Coppell Advisory Solutions first reported a position in MSSM in Q4 2024 and held it in 1 quarter. The position peaked at $1.59K in Q4 2024. 14 funds tracked by Wall St. Rank hold MSSM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Morgan Stanley Pathway Small-Mid Cap Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 34 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q1 2025, an estimated $1.59K.
  • Coppell Advisory Solutions first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q4 2024 and held it in 1 quarter.
  • Coppell Advisory Solutions's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $1.59K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.