Sankala Group
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
Q3 		$140K Hold
4,077
– – 0.09% 167
2026
Q2 		$142K Sell
4,077
-418
-9% -$15K 0.1% 167
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

McElhenny Sheffield Capital Management
McElhenny Sheffield Capital Management Dallas, Texas $431M AUM 6.99% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Sankala Group's MSMR Position: Q3 2026 in Review

Sankala Group held its McElhenny Sheffield Managed Risk ETF (MSMR) position steady in Q3 2026 at 4,077 shares worth $140K. The position accounts for 0.09% of the portfolio, ranked #167.

Sankala Group first reported a position in MSMR in Q4 2025 and has held it in 4 quarters since. The position peaked at $194K in Q4 2025. 9 funds tracked by Wall St. Rank hold MSMR as of Q3 2026.

  • Sankala Group held 4,077 shares of McElhenny Sheffield Managed Risk ETF worth $140K as of Q3 2026.
  • Sankala Group left its McElhenny Sheffield Managed Risk ETF share count unchanged in Q3 2026.
  • McElhenny Sheffield Managed Risk ETF made up 0.09% of Sankala Group's portfolio in Q3 2026, its #167 holding.
  • Sankala Group first reported a position in McElhenny Sheffield Managed Risk ETF in Q4 2025 and has held it in 4 quarters since.
  • Sankala Group's McElhenny Sheffield Managed Risk ETF position peaked at $194K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q3 2026.

Based on Sankala Group's 13F filing for Q3 2026, filed 9 Nov 2026.