— Know what they know.
Not Investment Advice

MSMR

McElhenny Sheffield Managed Risk ETF
1W: -1.3% 1M: -2.6% 3M: -6.4% YTD: -0.8% 1Y: +4.6% 3Y: +43.2%
$34.09
+0.15 (+0.44%)
 
Weekly Expected Move ±1.1%
$33 $34 $34 $34 $35
ETF CBOE · AUM $181.6M
Key Statistics
AUM$182M
Holdings4
Top 10 Wt81.0%
Volume4,001
Avg Volume16,771
Beta0.80
Portfolio Fundamentals
P/E
P/B
Div Yield—%
ROE—%
% Profitable—%
Inception2021-11-17
Sector Allocation
Financial Services 81.0%
Other 19.0%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 Invesco QQQ Trust Series 1 QQQ 40.19% $72.2M 100,850
2 Cash & Other 19.04% $34.2M 34,232,399
3 iShares U.S. Pharmaceuticals ETF IHE 15.76% $28.3M 277,207
4 iShares Russell 2000 ETF IWM 15.04% $27.0M 93,038
5 iShares Core S&P Total U.S. Stock Market ETF ITOT 9.97% $17.9M 107,429

Recent Holding Changes

Date Holding Change Details
2026-09-07 ITOT Changed 54053 → 107429
2026-09-07 QQQ Changed 50826 → 100850
2026-09-07 GLDM Removed
2026-09-07 SGOV Removed
2026-09-03 IHE Changed 278527 → 277207

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms