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

IFP 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 Q2	$3.59K	Hold	58	–	–	﹤0.01%	3965
2026 Q1	$2.99K	Hold	58	–	–	﹤0.01%	3797
2025 Q4	$2.94K	Hold	58	–	–	﹤0.01%	3692
2025 Q3	$2.95K	Hold	58	–	–	﹤0.01%	3527
2025 Q2	$2.7K	Hold	58	–	–	﹤0.01%	3745
2025 Q1	$2.5K	Hold	58	–	–	﹤0.01%	3071
2024 Q4	$2.72K	Buy	+58	New	+$2.79K	﹤0.01%	2993

Other funds holding MSSM

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 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 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

IFP Advisors's MSSM Position: Q2 2026 in Review

IFP Advisors held its Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) position steady in Q2 2026 at 58 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3965.

IFP Advisors first reported a position in MSSM in Q4 2024 and has held it in 7 quarters since. 7 funds tracked by Wall St. Rank hold MSSM as of Q2 2026.

IFP Advisors held 58 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $3.59K as of Q2 2026.
IFP Advisors left its Morgan Stanley Pathway Small-Mid Cap Equity ETF share count unchanged in Q2 2026.
Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3965 holding.
IFP Advisors first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q4 2024 and has held it in 7 quarters since.
7 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.