LaSalle St. Investment Advisors, LLC MSMR — ETF SER SOLUTIONS

Ownership history in LaSalle St. Investment Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

LaSalle St. Investment Advisors, LLC reported ETF SER SOLUTIONS (MSMR) in 5 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.09% in 2025 Q4. The latest visible filing shows MSMR at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSMR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LaSalle St. Investment Advisors, LLC's position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MSMR was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LaSalle St. Investment Advisors, LLC held MSMR — position size vs. price
% of Fund (quarterly)    MSMR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 15,839 -53 -0.3% 0.07% $557K 2026-08-11 $34.82
2026 Q1 ADDED — — — 15,892 +141 +0.9% 0.08% $548K 2026-05-08 $36.36
2025 Q4 ADDED — — — 15,751 +1,645 +11.7% 0.09% $548K 2026-02-17 $34.91
2025 Q3 ADDED — — — 14,106 +5,728 +68.4% 0.09% $477K 2025-11-13 $33.49
2025 Q2 INITIATED — — — 8,378 — — 0.07% $259K 2025-08-14 $31.91

FAQ About LaSalle St. Investment Advisors, LLC and MSMR

These are the practical questions this page is built to answer before you even open the full history table.

How long has LaSalle St. Investment Advisors, LLC reported owning MSMR?

LaSalle St. Investment Advisors, LLC reported MSMR across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported MSMR position in LaSalle St. Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for MSMR was 0.09% in 2025 Q4.

What is the latest reported MSMR position on this page?

The most recent filing on this page is 2026 Q2, when LaSalle St. Investment Advisors, LLC reported 15,839 shares, equal to 0.07% of portfolio, with an estimated market value of $557K.

What does the chart on this MSMR ownership page compare?

The chart compares LaSalle St. Investment Advisors, LLC's quarterly MSMR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LaSalle St. Investment Advisors, LLC time their MSMR position?

Based on 13F filing dates vs. subsequent MSMR price moves, LaSalle St. Investment Advisors, LLC correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on MSMR relative to SPY over the holding period was +858.3%.

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