IA
MSSM

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% 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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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 #3966.

IFP Advisors first reported a position in MSSM in Q4 2024 and has held it in 7 quarters since. 21 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 #3966 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.
  • 21 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.