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Bartlett & Co’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Bartlett & Co’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
2023
Q4 		$309K Buy
+14,455
New +$272K 0.01% 409

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
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 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
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return

Bartlett & Co's BSVO Position: Q4 2023 in Review

Bartlett & Co opened a new position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q4 2023: 14,455 shares worth $309K. The stake represents 0.01% of the portfolio and ranks #409 among its holdings.

66 funds tracked by Wall St. Rank hold BSVO as of Q4 2023.

  • Bartlett & Co held 14,455 shares of EA Bridgeway Omni Small-Cap Value ETF worth $309K as of Q4 2023.
  • EA Bridgeway Omni Small-Cap Value ETF was a new Bartlett & Co position in Q4 2023.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.01% of Bartlett & Co's portfolio in Q4 2023, its #409 holding.
  • 66 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.