Level Four Advisory Services’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Sell
10,839
-6,500
-37% -$201K 0.01% 633
2025
Q1
$515K Hold
17,339
0.02% 496
2024
Q4
$525K Buy
+17,339
New +$525K 0.02% 481