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Advisornet Financial’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Advisornet Financial’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
2024
Q1 		– Sell
-13,587
Closed -$286K – 2102
2023
Q4 		$286K Buy
13,587
+11,267
+486% +$212K 0.03% 411
2023
Q3 		$42.4K Buy
+2,320
New +$43.4K ﹤0.01% 838

Other funds holding BSVO

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $334M AUM 22.34% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 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
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return

Advisornet Financial's BSVO Position: Q1 2024 in Review

Advisornet Financial sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q1 2024, closing a stake of 13,587 shares — an estimated $286K sold.

Advisornet Financial first reported a position in BSVO in Q3 2023 and held it in 2 quarters. The position peaked at $286K in Q4 2023. 78 funds tracked by Wall St. Rank hold BSVO as of Q1 2024.

  • Advisornet Financial reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 13,587 EA Bridgeway Omni Small-Cap Value ETF shares in Q1 2024, an estimated $286K.
  • Advisornet Financial first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2023 and held it in 2 quarters.
  • Advisornet Financial's EA Bridgeway Omni Small-Cap Value ETF position peaked at $286K in Q4 2023.
  • 78 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.