Concourse Financial Group Securities’s Ballast Small/Mid Cap ETF MGMT Stock Holding History

Concourse Financial Group Securities’s Portfolio MGMT Stock Details MGMT Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Hold
2024 Q4	–	Hold
2024 Q3	–	Hold
2024 Q2	–	Hold
2024 Q1	–	Hold
2023 Q4	–	Hold
2023 Q3	–	Hold
2023 Q2	–	Hold
2023 Q1	–	Hold
2022 Q4	–	Hold
2022 Q3	–	Hold
2022 Q2	–	Hold
2022 Q1	–	Hold
2021 Q4	–	Hold
2021 Q3	–	Hold
2021 Q2	–	Hold
2021 Q1	–	Hold
2020 Q4	–	Hold