Stifel Financial’s Ballast Small/Mid Cap ETF MGMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.53M | Buy |
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|
2025
Q1 | $7.36M | Buy |
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|
2024
Q4 | $7.46M | Sell |
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|
2024
Q3 | $13.1M | Buy |
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|
2024
Q2 | $11.4M | Buy |
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|
2024
Q1 | $11.5M | Buy |
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|
2023
Q4 | $8.81M | Buy |
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|
2023
Q3 | $7.98M | Buy |
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|
2023
Q2 | $5.97M | Buy |
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|
2023
Q1 | $2.7M | Buy |
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|
2022
Q4 | $2.2M | Buy |
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|
2022
Q3 | $1.74M | Buy |
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|
2022
Q2 | $1.76M | Buy |
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