LIM
MSSM

Leavell Investment Management’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Leavell Investment Management’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 		$375K Buy
+6,054
New +$350K 0.01% 492

Other funds holding MSSM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Leavell Investment Management's MSSM Position: Q2 2026 in Review

Leavell Investment Management opened a new position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q2 2026: 6,054 shares worth $375K. The stake represents 0.01% of the portfolio and ranks #492 among its holdings.

4 funds tracked by Wall St. Rank hold MSSM as of Q2 2026.

  • Leavell Investment Management held 6,054 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $375K as of Q2 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF was a new Leavell Investment Management position in Q2 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #492 holding.
  • 4 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.