Wilian Securities
MSMR icon

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

McElhenny Sheffield Capital Management
McElhenny Sheffield Capital Management Dallas, Texas $431M AUM 6.99% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
WorthPointe
WorthPointe La Jolla, California $399M AUM 22.49% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LaSalle St. Investment Advisors
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
SF
Symphony Financial Houston, Texas $1.12B AUM 22.7% 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.