Purchases and Sales Made in Q2 2025 in ETF Ser Solutions Mcelhenny Sh (MSMR)
This table provides information about the institutional ownership of ETF Ser Solutions Mcelhenny Sh (MSMR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
2.5M+ 498.21% |
$70.8M - $77.6M
|
3M
$102M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
203K+ 11297.0% |
$5.76M - $6.31M
|
205K
$7M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
122K+ 198.91% |
$3.46M - $3.79M
|
184K
$6.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
43KNew |
$1.22M - $1.33M
|
43K
$1.46M
|
|
|
Aug 05, 2025
Q2 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
12.1K+ 48.65% |
$344K - $377K
|
37.1K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.38KNew |
$237K - $260K
|
8.38K
$286K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.98KNew |
$198K - $217K
|
6.98K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
922+ 5.97% |
$26.1K - $28.6K
|
16.4K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
649New |
$18.4K - $20.1K
|
649
$22.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
322New |
$9.12K - $9.99K
|
322
$11K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-782- 90.93% |
$22.1K - $24.3K
|
78
$2.66K
|
|
|
Jul 15, 2025
Q2 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-1.7K- 0.83% |
$48K - $52.6K
|
204K
$6.94M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-5K- 30.35% |
$141K - $155K
|
11.5K
$391K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.5K- 37.49% |
$184K - $202K
|
10.8K
$369K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-2.21M- 81.48% |
$62.5M - $68.5M
|
502K
$17.1M
|
|