Signal Advisors Wealth’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Signal Advisors Wealth’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 Q2	$239K	Sell	6,798 -6,402	-49%	-$230K	0.01%	594
2026 Q1	$455K	Sell	13,200 -1,232	-9%	-$43.5K	0.03%	380
2025 Q4	$503K	Buy	14,432 +2,289	+19%	+$79K	0.04%	305
2025 Q3	$411K	Buy	12,143 +5,163	+74%	+$167K	0.04%	296
2025 Q2	$216K	Buy	+6,980	New	+$208K	0.02%	439

Other funds holding MSMR

MSCM

McElhenny Sheffield Capital Management Dallas, Texas $404M AUM 19.8% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return

Signal Advisors Wealth's MSMR Position: Q2 2026 in Review

Signal Advisors Wealth reduced its McElhenny Sheffield Managed Risk ETF (MSMR) stake by 49% in Q2 2026, selling an estimated $230K and leaving 6,798 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #594.

Signal Advisors Wealth first reported a position in MSMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $503K in Q4 2025. 21 funds tracked by Wall St. Rank hold MSMR as of Q2 2026.

Signal Advisors Wealth held 6,798 shares of McElhenny Sheffield Managed Risk ETF worth $239K as of Q2 2026.
Signal Advisors Wealth sold 6,402 McElhenny Sheffield Managed Risk ETF shares in Q2 2026, an estimated $230K.
McElhenny Sheffield Managed Risk ETF made up 0.01% of Signal Advisors Wealth's portfolio in Q2 2026, its #594 holding.
Signal Advisors Wealth first reported a position in McElhenny Sheffield Managed Risk ETF in Q2 2025 and has held it in 5 quarters since.
Signal Advisors Wealth's McElhenny Sheffield Managed Risk ETF position peaked at $503K in Q4 2025.
21 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.