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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$313K Buy
2024
Q4
Sell
2024
Q3
$398K Sell
2024
Q2
$645K Buy
2022
Q4
Sell
2022
Q3
$321K Buy
2022
Q2
Sell
2022
Q1
$251K Sell
2021
Q4
$528K Buy
2021
Q3
$289K Buy
2021
Q1
Sell
2020
Q4
$255K Buy