CFD
MSSM

Creative Financial Designs’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Creative Financial Designs’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 		$2.97K Buy
+48
New +$2.77K ﹤0.01% 1838

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
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
BWS
Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Creative Financial Designs's MSSM Position: Q2 2026 in Review

Creative Financial Designs opened a new position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q2 2026: 48 shares worth $2.97K. The stake represents ﹤0.01% of the portfolio and ranks #1838 among its holdings.

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

  • Creative Financial Designs held 48 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $2.97K as of Q2 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF was a new Creative Financial Designs position in Q2 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1838 holding.
  • 7 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.