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Clear Creek Financial Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Clear Creek Financial Management’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
2025
Q1 		– Sell
-25,314
Closed -$548K – 522
2024
Q4 		$548K Sell
25,314
-122
-0.5% -$2.74K 0.06% 280
2024
Q3 		$562K Sell
25,436
-66
-0.3% -$1.42K 0.06% 242
2024
Q2 		$520K Buy
+25,502
New +$522K 0.06% 245

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
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
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 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

Clear Creek Financial Management's BSVO Position: Q1 2025 in Review

Clear Creek Financial Management sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q1 2025, closing a stake of 25,314 shares — an estimated $548K sold.

Clear Creek Financial Management first reported a position in BSVO in Q2 2024 and held it in 3 quarters. The position peaked at $562K in Q3 2024. 94 funds tracked by Wall St. Rank hold BSVO as of Q1 2025.

  • Clear Creek Financial Management reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Clear Creek Financial Management sold 25,314 EA Bridgeway Omni Small-Cap Value ETF shares in Q1 2025, an estimated $548K.
  • Clear Creek Financial Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2024 and held it in 3 quarters.
  • Clear Creek Financial Management's EA Bridgeway Omni Small-Cap Value ETF position peaked at $562K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2025.

Based on Clear Creek Financial Management's 13F filing for Q1 2025, filed 28 Apr 2025.