Janney Montgomery Scott
MSMR icon

Janney Montgomery Scott’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Janney Montgomery Scott’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
Q2 		$2.53M Buy
71,935
+53,332
+287% +$1.92M ﹤0.01% 1349
2026
Q1 		$642K Buy
18,603
+10,538
+131% +$372K ﹤0.01% 1898
2025
Q4 		$281K Buy
+8,065
New +$278K ﹤0.01% 2600

Other funds holding MSMR

MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $82.7B AUM 28.53% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return

Janney Montgomery Scott's MSMR Position: Q2 2026 in Review

Janney Montgomery Scott increased its McElhenny Sheffield Managed Risk ETF (MSMR) stake by 287% in Q2 2026, buying an estimated $1.92M and bringing the position to 71,935 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Janney Montgomery Scott first reported a position in MSMR in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold MSMR as of Q2 2026.

  • Janney Montgomery Scott held 71,935 shares of McElhenny Sheffield Managed Risk ETF worth $2.53M as of Q2 2026.
  • Janney Montgomery Scott bought 53,332 McElhenny Sheffield Managed Risk ETF shares in Q2 2026, an estimated $1.92M.
  • McElhenny Sheffield Managed Risk ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1349 holding.
  • Janney Montgomery Scott first reported a position in McElhenny Sheffield Managed Risk ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.