IFG
MGMT icon

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

Independent Financial Group’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
2022
Q1 		– Sell
-9,950
Closed -$373K – 826
2021
Q4 		$373K Buy
+9,950
New +$367K 0.03% 514

Other funds holding MGMT

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
ATC
Argent Trust Co Nashville, Tennessee $2.95B AUM 22.66% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FCCM
First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RPG
Resource Planning Group Atlanta, Georgia $157M AUM 11.52% 1-Year Est. Return

Independent Financial Group's MGMT Position: Q1 2022 in Review

Independent Financial Group sold out of Ballast Small/Mid Cap ETF (MGMT) in Q1 2022, closing a stake of 9,950 shares — an estimated $373K sold.

Independent Financial Group first reported a position in MGMT in Q4 2021 and held it in 1 quarter. The position peaked at $373K in Q4 2021. 20 funds tracked by Wall St. Rank hold MGMT as of Q1 2022.

  • Independent Financial Group reported no remaining Ballast Small/Mid Cap ETF position as of Q1 2022 after selling out during the quarter.
  • Independent Financial Group sold 9,950 Ballast Small/Mid Cap ETF shares in Q1 2022, an estimated $373K.
  • Independent Financial Group first reported a position in Ballast Small/Mid Cap ETF in Q4 2021 and held it in 1 quarter.
  • Independent Financial Group's Ballast Small/Mid Cap ETF position peaked at $373K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held Ballast Small/Mid Cap ETF as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.