Purchases and Sales Made in Q4 2025 in ETF Ser Solutions Mcelhenny Sh (MSMR)
This table provides information about the institutional ownership of ETF Ser Solutions Mcelhenny Sh (MSMR) during Q4 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS MCELHENNY SH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
85.1K+ 2.84% |
$2.83M - $3M
|
3.09M
$105M
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13.4K+ 115.69% |
$444K - $471K
|
24.9K
$849K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.29K+ 18.85% |
$76.1K - $80.7K
|
14.4K
$492K
|
|
|
Jan 21, 2026
Q4 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-9.93K- 15.2% |
$330K - $350K
|
55.4K
$1.89M
|