MSH Capital Advisors’s Equus Total Return EQS Stock Holding History

MSH Capital Advisors’s Portfolio EQS Stock Details EQS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-21,666	Closed	-$39.9K	–	324
2026 Q1	$39.9K	Hold	21,666	–	–	0.01%	273
2025 Q4	$30.7K	Buy	21,666 +5,000	+30%	+$9.38K	0.01%	273
2025 Q3	$37.5K	Buy	+16,666	New	+$31.2K	0.01%	243

Other funds holding EQS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SDWIA

Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MSH Capital Advisors's EQS Position: Q2 2026 in Review

MSH Capital Advisors sold out of Equus Total Return (EQS) in Q2 2026, closing a stake of 21,666 shares — an estimated $39.9K sold.

MSH Capital Advisors first reported a position in EQS in Q3 2025 and held it in 3 quarters. The position peaked at $39.9K in Q1 2026. 7 funds tracked by Wall St. Rank hold EQS as of Q2 2026.

MSH Capital Advisors reported no remaining Equus Total Return position as of Q2 2026 after selling out during the quarter.
MSH Capital Advisors sold 21,666 Equus Total Return shares in Q2 2026, an estimated $39.9K.
MSH Capital Advisors first reported a position in Equus Total Return in Q3 2025 and held it in 3 quarters.
MSH Capital Advisors's Equus Total Return position peaked at $39.9K in Q1 2026.
7 funds tracked by Wall St. Rank held Equus Total Return as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.