APW
MGMT icon

Allied Private Wealth’s Ballast Small/Mid Cap ETF MGMT Stock Holding History

Allied Private Wealth’s Portfolio MGMT Stock Details MGMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$184K Buy
+3,715
New +$179K 0.12% 123

Other funds holding MGMT

MGI
Miller Global Investments Dallas, Texas $121M AUM
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return