Capital Advisors Ltd’s Ballast Small/Mid Cap ETF MGMT Stock Holding History

Capital Advisors Ltd’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
2025 Q3	$347K	Buy
2025 Q2	$191K	Hold
2025 Q1	$187K	Buy
2024 Q4	$140K	Buy
2024 Q3	$124K	Buy
2024 Q2	$75K	Buy