Elevated Capital Advisors
MSSM icon

Elevated Capital Advisors’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Elevated Capital Advisors’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
Q3 		$1.7K Buy
+30
New +$1.79K ﹤0.01% 693

Other funds holding MSSM

Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Leavell Investment Management
Leavell Investment Management Mobile, Alabama $2.86B AUM 18.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Signature Resources Capital Management
Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Peterson Wealth Management
Peterson Wealth Management Sparks, Nevada $218M AUM 11.66% 1-Year Est. Return
Sarver Vrooman Wealth Advisors
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Elevated Capital Advisors's MSSM Position: Q3 2026 in Review

Elevated Capital Advisors opened a new position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q3 2026: 30 shares worth $1.7K. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings.

13 funds tracked by Wall St. Rank hold MSSM as of Q3 2026.

  • Elevated Capital Advisors held 30 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $1.7K as of Q3 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF was a new Elevated Capital Advisors position in Q3 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #693 holding.
  • 13 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.