BEI
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Benjamin Edwards Inc’s Ballast Small/Mid Cap ETF MGMT Stock Holding History

Benjamin Edwards Inc’s Portfolio MGMT Stock Details MGMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Sell
28,101
-56
-0.2% -$2.21K 0.01% 597
2025
Q1 		$1.09M Buy
28,157
+2,648
+10% +$102K 0.02% 552
2024
Q4 		$1.06M Sell
25,509
-376
-1% -$15.6K 0.02% 593
2024
Q3 		$997K Buy
+25,885
New +$997K 0.01% 602