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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$520K Buy
13,183
+59
+0.4% +$2.33K 0.01% 287
2025
Q1
$507K Buy
+13,124
New +$507K 0.01% 233