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Wilian Securities’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Wilian Securities’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 		– Sell
-6,707
Closed -$234K – 87
2025
Q4 		$234K Buy
+6,707
New +$232K 0.25% 92

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 $14.6B AUM 22.78% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 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 $82.7B AUM 28.53% 1-Year Est. Return
W
WorthPointe La Jolla, California $399M AUM 22.49% 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 $51.6B AUM 27.34% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $914M AUM 30.53% 1-Year Est. Return

Wilian Securities's MSMR Position: Q1 2026 in Review

Wilian Securities sold out of McElhenny Sheffield Managed Risk ETF (MSMR) in Q1 2026, closing a stake of 6,707 shares — an estimated $234K sold.

Wilian Securities first reported a position in MSMR in Q4 2025 and held it in 1 quarter. The position peaked at $234K in Q4 2025. 19 funds tracked by Wall St. Rank hold MSMR as of Q1 2026.

  • Wilian Securities reported no remaining McElhenny Sheffield Managed Risk ETF position as of Q1 2026 after selling out during the quarter.
  • Wilian Securities sold 6,707 McElhenny Sheffield Managed Risk ETF shares in Q1 2026, an estimated $234K.
  • Wilian Securities first reported a position in McElhenny Sheffield Managed Risk ETF in Q4 2025 and held it in 1 quarter.
  • Wilian Securities's McElhenny Sheffield Managed Risk ETF position peaked at $234K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held McElhenny Sheffield Managed Risk ETF as of Q1 2026.

Based on Wilian Securities's 13F filing for Q1 2026, filed 4 May 2026.