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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
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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 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 $369M AUM 18.78% 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 $40.4B AUM 21.2% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $755M AUM 25.99% 1-Year Est. Return

Signal Advisors Wealth's MSMR Position: Q1 2026 in Review

Signal Advisors Wealth reduced its McElhenny Sheffield Managed Risk ETF (MSMR) stake by 8.5% in Q1 2026, selling an estimated $43.5K and leaving 13,200 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #380.

Signal Advisors Wealth first reported a position in MSMR in Q2 2025 and has held it in 4 quarters since. The position peaked at $503K in Q4 2025. 19 funds tracked by Wall St. Rank hold MSMR as of Q1 2026.

  • Signal Advisors Wealth held 13,200 shares of McElhenny Sheffield Managed Risk ETF worth $455K as of Q1 2026.
  • Signal Advisors Wealth sold 1,232 McElhenny Sheffield Managed Risk ETF shares in Q1 2026, an estimated $43.5K.
  • McElhenny Sheffield Managed Risk ETF made up 0.03% of Signal Advisors Wealth's portfolio in Q1 2026, its #380 holding.
  • Signal Advisors Wealth first reported a position in McElhenny Sheffield Managed Risk ETF in Q2 2025 and has held it in 4 quarters since.
  • Signal Advisors Wealth's McElhenny Sheffield Managed Risk ETF position peaked at $503K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.