SG
MSMR icon

Sankala Group’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Sankala Group’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
Q1 		$154K Sell
4,495
-858
-16% -$30.3K 0.13% 141
2025
Q4 		$194K Buy
+5,353
New +$185K 0.15% 122

Other funds holding MSMR

MSCM
McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 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 $70.8B AUM 21.68% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return

Sankala Group's MSMR Position: Q1 2026 in Review

Sankala Group reduced its McElhenny Sheffield Managed Risk ETF (MSMR) stake by 16% in Q1 2026, selling an estimated $30.3K and leaving 4,495 shares worth $154K. The position accounts for 0.13% of the portfolio, ranked #141.

Sankala Group first reported a position in MSMR in Q4 2025 and has held it in 2 quarters since. The position peaked at $194K in Q4 2025. 19 funds tracked by Wall St. Rank hold MSMR as of Q1 2026.

  • Sankala Group held 4,495 shares of McElhenny Sheffield Managed Risk ETF worth $154K as of Q1 2026.
  • Sankala Group sold 858 McElhenny Sheffield Managed Risk ETF shares in Q1 2026, an estimated $30.3K.
  • McElhenny Sheffield Managed Risk ETF made up 0.13% of Sankala Group's portfolio in Q1 2026, its #141 holding.
  • Sankala Group first reported a position in McElhenny Sheffield Managed Risk ETF in Q4 2025 and has held it in 2 quarters since.
  • Sankala Group's McElhenny Sheffield Managed Risk ETF position peaked at $194K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q1 2026.

Based on Sankala Group's 13F filing for Q1 2026, filed 31 Mar 2026.