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

Peterson Wealth 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
Q3 		$1.99K Buy
+35
New +$2.09K ﹤0.01% 181

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Signature Resources Capital Management
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IFP Advisors
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Elevated Capital Advisors
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Sarver Vrooman Wealth Advisors
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Peterson Wealth Management's MSSM Position: Q3 2026 in Review

Peterson Wealth Management opened a new position in Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) in Q3 2026: 35 shares worth $1.99K. The stake represents ﹤0.01% of the portfolio and ranks #181 among its holdings.

13 funds tracked by Wall St. Rank hold MSSM as of Q3 2026.

  • Peterson Wealth Management held 35 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $1.99K as of Q3 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF was a new Peterson Wealth Management position in Q3 2026.
  • Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Peterson Wealth Management's portfolio in Q3 2026, its #181 holding.
  • 13 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q3 2026.

Based on Peterson Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.