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LaSalle St. Investment Advisors’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

LaSalle St. Investment 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 		$557K Sell
15,839
-53
-0.3% -$1.9K 0.07% 217
2026
Q1 		$548K Buy
15,892
+141
+0.9% +$4.98K 0.08% 188
2025
Q4 		$548K Buy
15,751
+1,645
+12% +$56.8K 0.09% 170
2025
Q3 		$477K Buy
14,106
+5,728
+68% +$185K 0.09% 177
2025
Q2 		$259K Buy
+8,378
New +$250K 0.07% 256

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
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return

LaSalle St. Investment Advisors's MSMR Position: Q2 2026 in Review

LaSalle St. Investment Advisors reduced its McElhenny Sheffield Managed Risk ETF (MSMR) stake by 0.33% in Q2 2026, selling an estimated $1.9K and leaving 15,839 shares worth $557K. The position accounts for 0.07% of the portfolio, ranked #217.

LaSalle St. Investment Advisors first reported a position in MSMR in Q2 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold MSMR as of Q2 2026.

  • LaSalle St. Investment Advisors held 15,839 shares of McElhenny Sheffield Managed Risk ETF worth $557K as of Q2 2026.
  • LaSalle St. Investment Advisors sold 53 McElhenny Sheffield Managed Risk ETF shares in Q2 2026, an estimated $1.9K.
  • McElhenny Sheffield Managed Risk ETF made up 0.07% of LaSalle St. Investment Advisors's portfolio in Q2 2026, its #217 holding.
  • LaSalle St. Investment Advisors first reported a position in McElhenny Sheffield Managed Risk ETF in Q2 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.