LFG
MSSM

Larson Financial Group’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Larson Financial Group’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 		– Sell
-60
Closed -$3.1K – 3961
2026
Q1 		$3.1K Buy
+60
New +$3.2K ﹤0.01% 2816

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

Larson Financial Group's MSSM Position: Q2 2026 in Review

Larson Financial Group sold out of Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q2 2026, closing a stake of 60 shares — an estimated $3.1K sold.

Larson Financial Group first reported a position in MSSM in Q1 2026 and held it in 1 quarter. The position peaked at $3.1K in Q1 2026. 21 funds tracked by Wall St. Rank hold MSSM as of Q2 2026.

  • Larson Financial Group reported no remaining Morgan Stanley Pathway Small-Mid Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Larson Financial Group sold 60 Morgan Stanley Pathway Small-Mid Cap Equity ETF shares in Q2 2026, an estimated $3.1K.
  • Larson Financial Group first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q1 2026 and held it in 1 quarter.
  • Larson Financial Group's Morgan Stanley Pathway Small-Mid Cap Equity ETF position peaked at $3.1K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.