BSW
BSVO icon

Buckingham Strategic Wealth’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$594M Buy
29,161,409
+1,502,159
+5% +$30.8M 6.15% 3
2024
Q1 		$588M Buy
27,659,250
+1,971,770
+8% +$40.2M 6.21% 4
2023
Q4 		$540M Buy
25,687,480
+2,885,893
+13% +$54.3M 6.42% 3
2023
Q3 		$417M Buy
22,801,587
+1,282,179
+6% +$24M 5.9% 4
2023
Q2 		$384M Buy
+21,519,408
New +$368M 5.46% 4

Other funds holding BSVO

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
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
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 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

Buckingham Strategic Wealth's BSVO Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 5.4% in Q2 2024, buying an estimated $30.8M and bringing the position to 29,161,409 shares worth $594M. The position accounts for 6.15% of the portfolio, ranked #3.

Buckingham Strategic Wealth first reported a position in BSVO in Q2 2023 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold BSVO as of Q2 2024.

  • Buckingham Strategic Wealth held 29,161,409 shares of EA Bridgeway Omni Small-Cap Value ETF worth $594M as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,502,159 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2024, an estimated $30.8M.
  • EA Bridgeway Omni Small-Cap Value ETF made up 6.15% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #3 holding.
  • Buckingham Strategic Wealth first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2023 and has held it in 5 quarters since.
  • 72 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.