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Guardian Wealth Advisors (North Carolina)’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Guardian Wealth Advisors (North Carolina)’s Portfolio MSMR Stock Details MSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.4K Buy
+649
New +$22.9K ﹤0.01% 498
2025
Q3 		– Sell
-649
Closed -$20.1K – 477
2025
Q2 		$20.1K Buy
+649
New +$19.4K ﹤0.01% 450

Other funds holding MSMR

MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s MSMR Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in McElhenny Sheffield Managed Risk ETF (MSMR) in Q1 2026: 649 shares worth $22.4K. The stake represents ﹤0.01% of the portfolio and ranks #498 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in MSMR as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in MSMR in Q2 2025 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold MSMR as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 649 shares of McElhenny Sheffield Managed Risk ETF worth $22.4K as of Q1 2026.
  • McElhenny Sheffield Managed Risk ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
  • McElhenny Sheffield Managed Risk ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #498 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in McElhenny Sheffield Managed Risk ETF in Q2 2025 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.