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 Q3	$3.3K	Hold	58	–	–	﹤0.01%	4013
2026 Q2	$3.59K	Hold	58	–	–	﹤0.01%	3966
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

IFP Advisors's MSSM Position: Q3 2026 in Review

IFP Advisors held its Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) position steady in Q3 2026 at 58 shares worth $3.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4013.

IFP Advisors first reported a position in MSSM in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.59K in Q2 2026. 5 funds tracked by Wall St. Rank hold MSSM as of Q3 2026.

IFP Advisors held 58 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $3.3K as of Q3 2026.
IFP Advisors left its Morgan Stanley Pathway Small-Mid Cap Equity ETF share count unchanged in Q3 2026.
Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4013 holding.
IFP Advisors first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q4 2024 and has held it in 8 quarters since.
IFP Advisors's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $3.59K in Q2 2026.
5 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.