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MRGN STNLY PTHWY SML Cap Eqty ETF shares owned by Aventura Private Wealth

Quarter-by-quarter ownership of MRGN STNLY PTHWY SML Cap Eqty ETF (MSSM) shares owned by Aventura Private Wealth from 13F filings

Historical chart of Aventura Private Wealth investment in MRGN STNLY PTHWY SML Cap Eqty ETF

Tip: Access up to 7 years of quarterly data

All positions including MRGN STNLY PTHWY SML Cap Eqty ETF held by Aventura Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MRGN STNLY PTHWY SML Cap Eqty ETF by Aventura Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $17k 336 50.60

More positions owned by Aventura Private Wealth

Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)
Neos S&p 500 High Income Etf Etf (SPYI)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Vanguard S&p 500 Etf Etf (VOO)
Mastercard Incorporated Cl A Stock (MA)
Eli Lilly & Co Stock (LLY)
Netflix Stock (NFLX)
Jpmorgan Equity Premium Income Etf Etf (JEPI)
Booking Holdings Stock (BKNG)
Exxon Mobil Corp Stock (XOM)

View all positions for Aventura Private Wealth

Top funds holding MRGN STNLY PTHWY SML Cap Eqty ETF

Susquehanna International
Brian McDonald
Jane Street
Citadel Advisors
UBS Group
Aventura Private Wealth
Royal Bank of Canada
Wells Fargo & Company
Trust Co Of Vermont
Northwestern Mutual Wealth Management Company
Beaird Harris Wealth Management
Advisor Group Holdings
Global Retirement Partners
IFP Advisors
Sontag Advisory

View all funds holding MRGN STNLY PTHWY SML Cap Eqty ETF