Bank of America
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Bank of America’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Bank of America’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
Q3 		– Sell
-1,304
Closed -$26.6K – 8175
2024
Q2 		$26.6K Buy
1,304
+604
+86% +$12.4K ﹤0.01% 6671
2024
Q1 		$14.9K Buy
+700
New +$14.3K ﹤0.01% 6799

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
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $383M AUM 27.62% 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
SIMC
Squire Investment Management Company Orem, Utah $415M AUM 26.07% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Bank of America's BSVO Position: Q3 2024 in Review

Bank of America sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q3 2024, closing a stake of 1,304 shares — an estimated $26.6K sold.

Bank of America first reported a position in BSVO in Q1 2024 and held it in 2 quarters. The position peaked at $26.6K in Q2 2024. 77 funds tracked by Wall St. Rank hold BSVO as of Q3 2024.

  • Bank of America reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Bank of America sold 1,304 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2024, an estimated $26.6K.
  • Bank of America first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • Bank of America's EA Bridgeway Omni Small-Cap Value ETF position peaked at $26.6K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2024.

Based on Bank of America's 13F filing for Q3 2024, filed 14 Nov 2024.