Stifel Financial’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Stifel Financial’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	$350K	Buy	+9,962	New	+$358K	﹤0.01%	3198

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

Stifel Financial's MSMR Position: Q2 2026 in Review

Stifel Financial opened a new position in McElhenny Sheffield Managed Risk ETF (MSMR) in Q2 2026: 9,962 shares worth $350K. The stake represents ﹤0.01% of the portfolio and ranks #3198 among its holdings.

21 funds tracked by Wall St. Rank hold MSMR as of Q2 2026.

Stifel Financial held 9,962 shares of McElhenny Sheffield Managed Risk ETF worth $350K as of Q2 2026.
McElhenny Sheffield Managed Risk ETF was a new Stifel Financial position in Q2 2026.
McElhenny Sheffield Managed Risk ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3198 holding.
21 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.