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

Symphony 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
Q3 		– Sell
-14,133
Closed -$497K – 386
2026
Q2 		$497K Sell
14,133
-266
-2% -$9.6K 0.05% 200
2026
Q1 		$497K Sell
14,399
-1,264
-8% -$44.6K 0.07% 169
2025
Q4 		$546K Buy
+15,663
New +$541K 0.07% 153
2024
Q4 		– Sell
-10,213
Closed -$303K – 241
2024
Q3 		$303K Sell
10,213
-206
-2% -$5.96K 0.05% 184
2024
Q2 		$292K Buy
10,419
+2,365
+29% +$64.6K 0.05% 176
2024
Q1 		$224K Buy
+8,054
New +$214K 0.05% 176

Other funds holding MSMR

Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Symphony Financial's MSMR Position: Q3 2026 in Review

Symphony Financial sold out of McElhenny Sheffield Managed Risk ETF (MSMR) in Q3 2026, closing a stake of 14,133 shares — an estimated $497K sold.

Symphony Financial first reported a position in MSMR in Q1 2024 and held it in 6 quarters. The position peaked at $546K in Q4 2025. 4 funds tracked by Wall St. Rank hold MSMR as of Q3 2026.

  • Symphony Financial reported no remaining McElhenny Sheffield Managed Risk ETF position as of Q3 2026 after selling out during the quarter.
  • Symphony Financial sold 14,133 McElhenny Sheffield Managed Risk ETF shares in Q3 2026, an estimated $497K.
  • Symphony Financial first reported a position in McElhenny Sheffield Managed Risk ETF in Q1 2024 and held it in 6 quarters.
  • Symphony Financial's McElhenny Sheffield Managed Risk ETF position peaked at $546K in Q4 2025.
  • 4 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q3 2026.

Based on Symphony Financial's 13F filing for Q3 2026, filed 22 Oct 2026.