MSMR β€” ETF SER SOLUTIONS

Ownership history in United Advisor Group, LLC  Β·  5 quarters on record

AI Ownership Summary

United Advisor Group, LLC reported ETF SER SOLUTIONS (MSMR) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.98% in 2025 Q2. The latest visible filing shows MSMR at 0.94% 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 United Advisor Group, 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
2025 Q4

MSMR was reported at 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2025 Q2

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

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 United Advisor Group, LLC held MSMR β€” position size vs. price
% of Fund (quarterly)    MSMR price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 216,338 +6,867 +3.3% 0.94% $7.5M 2026-02-14 (Est.) $35.47
2025 Q3 ADDED 209,471 +25,898 +14.1% 0.95% $7.1M 2025-11-12 $34.47
2025 Q2 ADDED 183,573 +122,158 +198.9% 0.98% $5.7M 2025-08-11 $32.03
2025 Q1 ADDED 61,415 +54,554 +795.1% 0.37% $1.8M 2025-04-21 $28.82
2024 Q4 INITIATED 6,861 β€” β€” 0.04% $208K 2025-02-24 $29.74

FAQ About United Advisor Group, 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 United Advisor Group, LLC reported owning MSMR?

United Advisor Group, LLC reported MSMR across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported MSMR position in United Advisor Group, LLC's portfolio?

The largest reported portfolio weight for MSMR was 0.98% in 2025 Q2.

What is the latest reported MSMR position on this page?

The most recent filing on this page is 2025 Q4, when United Advisor Group, LLC reported 216,338 shares, equal to 0.94% of portfolio, with an estimated market value of $7.5M.

What does the chart on this MSMR ownership page compare?

The chart compares United Advisor Group, 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.

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