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Abound Wealth Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Abound Wealth Management’s Portfolio BSVO Stock Details BSVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-169
Closed -$3.29K – 1306
2025
Q1 		$3.29K Hold
169
– – ﹤0.01% 624
2024
Q4 		$3.66K Hold
169
– – ﹤0.01% 594
2024
Q3 		$3.73K Hold
169
– – ﹤0.01% 605
2024
Q2 		$3.44K Hold
169
– – ﹤0.01% 567
2024
Q1 		$3.59K Hold
169
– – ﹤0.01% 592
2023
Q4 		$3.55K Buy
+169
New +$3.18K ﹤0.01% 577

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $334M AUM 22.34% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
CWMA
Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $143M AUM 23.65% 1-Year Est. Return

Abound Wealth Management's BSVO Position: Q2 2025 in Review

Abound Wealth Management sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2025, closing a stake of 169 shares — an estimated $3.29K sold.

Abound Wealth Management first reported a position in BSVO in Q4 2023 and held it in 6 quarters. The position peaked at $3.73K in Q3 2024. 95 funds tracked by Wall St. Rank hold BSVO as of Q2 2025.

  • Abound Wealth Management reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Abound Wealth Management sold 169 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2025, an estimated $3.29K.
  • Abound Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2023 and held it in 6 quarters.
  • Abound Wealth Management's EA Bridgeway Omni Small-Cap Value ETF position peaked at $3.73K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2025.

Based on Abound Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.