SignatureFD’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

SignatureFD’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	$1.49K	Buy	+43	New	+$1.49K	﹤0.01%	3254

Other funds holding MSMR

Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

SignatureFD's MSMR Position: Q3 2026 in Review

SignatureFD opened a new position in McElhenny Sheffield Managed Risk ETF (MSMR) in Q3 2026: 43 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #3254 among its holdings.

4 funds tracked by Wall St. Rank hold MSMR as of Q3 2026.

SignatureFD held 43 shares of McElhenny Sheffield Managed Risk ETF worth $1.49K as of Q3 2026.
McElhenny Sheffield Managed Risk ETF was a new SignatureFD position in Q3 2026.
McElhenny Sheffield Managed Risk ETF made up ﹤0.01% of SignatureFD's portfolio in Q3 2026, its #3254 holding.
4 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q3 2026.

Based on SignatureFD's 13F filing for Q3 2026, filed 23 Oct 2026.