Sheets Smith Wealth Management’s Ero Copper ERO Stock Holding History

Sheets Smith Wealth Management’s Portfolio ERO Stock Details ERO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$555K	Hold	20,828	–	–	0.06%	285
2026 Q1	$554K	Sell	20,828 -28	-0.1%	-$842	0.06%	271
2025 Q4	$590K	Buy	20,856 +242	+1%	+$5.64K	0.06%	254
2025 Q3	$417K	Buy	+20,614	New	+$314K	0.05%	303
2024 Q4	–	Sell	-22,923	Closed	-$510K	–	379
2024 Q3	$510K	Hold	22,923	–	–	0.06%	248
2024 Q2	$490K	Buy	+22,923	New	+$481K	0.06%	246

Other funds holding ERO

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Quattro Financial Advisors The Woodlands, Texas $468M AUM 13.49% 1-Year Est. Return

WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return