UAG
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United Advisor Group’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

United Advisor Group’s Portfolio MSMR Stock Details MSMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.68M Buy
183,573
+122,158
+199% +$3.78M 0.98% 19
2025
Q1 		$1.82M Buy
61,415
+54,554
+795% +$1.62M 0.37% 71
2024
Q4 		$208K Buy
+6,861
New +$208K 0.04% 352