Sarver Vrooman Wealth Advisors’s Morgan Stanley Pathway Small-Mid Cap Equity ETF MSSM Stock Holding History

Sarver Vrooman Wealth Advisors’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 Q2	$1.48K	Hold	24	–	–	﹤0.01%	134
2026 Q1	$1.24K	Hold	24	–	–	﹤0.01%	125
2025 Q4	$1.21K	Hold	24	–	–	﹤0.01%	124
2025 Q3	$1.22K	Hold	24	–	–	﹤0.01%	121
2025 Q2	$1.12K	Buy	+24	New	+$1.04K	﹤0.01%	117

Other funds holding MSSM

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BWS

Buck Wealth Strategies Denver, Colorado $956M AUM 13.47% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's MSSM Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Morgan Stanley Pathway Small-Mid Cap Equity ETF (MSSM) position steady in Q2 2026 at 24 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #134.

Sarver Vrooman Wealth Advisors first reported a position in MSSM in Q2 2025 and has held it in 5 quarters since. 7 funds tracked by Wall St. Rank hold MSSM as of Q2 2026.

Sarver Vrooman Wealth Advisors held 24 shares of Morgan Stanley Pathway Small-Mid Cap Equity ETF worth $1.48K as of Q2 2026.
Sarver Vrooman Wealth Advisors left its Morgan Stanley Pathway Small-Mid Cap Equity ETF share count unchanged in Q2 2026.
Morgan Stanley Pathway Small-Mid Cap Equity ETF made up ﹤0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #134 holding.
Sarver Vrooman Wealth Advisors first reported a position in Morgan Stanley Pathway Small-Mid Cap Equity ETF in Q2 2025 and has held it in 5 quarters since.
7 funds tracked by Wall St. Rank held Morgan Stanley Pathway Small-Mid Cap Equity ETF as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.