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Briggs Advisory Group’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Briggs Advisory Group’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
Q3 		$387K Sell
21,154
-4,834
-19% -$90.4K 0.22% 44
2023
Q2 		$463K Sell
25,988
-1,889
-7% -$32.3K 0.26% 39
2023
Q1 		$489K Buy
+27,877
New +$482K 0.29% 40

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
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $334M AUM 22.34% 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
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

Briggs Advisory Group's BSVO Position: Q3 2023 in Review

Briggs Advisory Group reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 19% in Q3 2023, selling an estimated $90.4K and leaving 21,154 shares worth $387K. The position accounts for 0.22% of the portfolio, ranked #44.

Briggs Advisory Group first reported a position in BSVO in Q1 2023 and has held it in 3 quarters since. The position peaked at $489K in Q1 2023. 62 funds tracked by Wall St. Rank hold BSVO as of Q3 2023.

  • Briggs Advisory Group held 21,154 shares of EA Bridgeway Omni Small-Cap Value ETF worth $387K as of Q3 2023.
  • Briggs Advisory Group sold 4,834 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2023, an estimated $90.4K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.22% of Briggs Advisory Group's portfolio in Q3 2023, its #44 holding.
  • Briggs Advisory Group first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 3 quarters since.
  • Briggs Advisory Group's EA Bridgeway Omni Small-Cap Value ETF position peaked at $489K in Q1 2023.
  • 62 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.