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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
Q2 		$236K Hold
6,725
– – 0.01% 888
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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Kingswood Wealth Advisors's MSMR Position: Q2 2026 in Review

Kingswood Wealth Advisors held its McElhenny Sheffield Managed Risk ETF (MSMR) position steady in Q2 2026 at 6,725 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #888.

Kingswood Wealth Advisors first reported a position in MSMR in Q1 2026 and has held it in 2 quarters since. 21 funds tracked by Wall St. Rank hold MSMR as of Q2 2026.

  • Kingswood Wealth Advisors held 6,725 shares of McElhenny Sheffield Managed Risk ETF worth $236K as of Q2 2026.
  • Kingswood Wealth Advisors left its McElhenny Sheffield Managed Risk ETF share count unchanged in Q2 2026.
  • McElhenny Sheffield Managed Risk ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #888 holding.
  • Kingswood Wealth Advisors first reported a position in McElhenny Sheffield Managed Risk ETF in Q1 2026 and has held it in 2 quarters since.
  • 21 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.