Heritage Oak Wealth Advisors’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.3M	Sell	203,543 -1,695	-0.8%	-$52.4K	2.43%	7
2025 Q1	$6.1M	Buy	205,238 +163,528	+392%	+$4.86M	2.68%	6
2024 Q4	$1.26M	Buy	+41,710	New	+$1.26M	0.59%	28