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MGMT icon

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

Sapient Capital’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
2026
Q2 		$400K Buy
7,842
+1,721
+28% +$83K 0.01% 297
2026
Q1 		$276K Buy
+6,121
New +$289K ﹤0.01% 370

Other funds holding MGMT

FCCM
First City Capital Management Savannah, Georgia $206M AUM 26.13% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
AB
Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return