KWA
MSMR icon

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

Kingswood Wealth Advisors’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
Q1 		$232K Buy
+6,725
New +$238K 0.01% 825

Other funds holding MSMR

MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 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 $70.8B AUM 21.68% 1-Year Est. Return
W
WorthPointe La Jolla, California $369M AUM 18.78% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return

Kingswood Wealth Advisors's MSMR Position: Q1 2026 in Review

Kingswood Wealth Advisors opened a new position in McElhenny Sheffield Managed Risk ETF (MSMR) in Q1 2026: 6,725 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #825 among its holdings.

19 funds tracked by Wall St. Rank hold MSMR as of Q1 2026.

  • Kingswood Wealth Advisors held 6,725 shares of McElhenny Sheffield Managed Risk ETF worth $232K as of Q1 2026.
  • McElhenny Sheffield Managed Risk ETF was a new Kingswood Wealth Advisors position in Q1 2026.
  • McElhenny Sheffield Managed Risk ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #825 holding.
  • 19 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.