Commonwealth Equity Services
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Commonwealth Equity Services’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Commonwealth Equity Services’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
Q4 		– Sell
-9,660
Closed -$219K – 4299
2025
Q3 		$219K Sell
9,660
-12,193
-56% -$268K ﹤0.01% 3886
2025
Q2 		$445K Hold
21,853
– – ﹤0.01% 3250
2025
Q1 		$425K Buy
21,853
+12,193
+126% +$256K ﹤0.01% 3168
2024
Q4 		$209K Sell
9,660
-15,255
-61% -$343K ﹤0.01% 3726
2024
Q3 		$550K Buy
24,915
+1
+0% +$21 ﹤0.01% 2821
2024
Q2 		$508K Hold
24,914
– – ﹤0.01% 2817
2024
Q1 		$530K Buy
24,914
+33
+0.1% +$672 ﹤0.01% 2769
2023
Q4 		$523K Buy
24,881
+348
+1% +$6.55K ﹤0.01% 2664
2023
Q3 		$448K Buy
24,533
+11,830
+93% +$221K ﹤0.01% 2688
2023
Q2 		$226K Hold
12,703
– – ﹤0.01% 3294
2023
Q1 		$222 Buy
+12,703
New +$219K ﹤0.01% 3221

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
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 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
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
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Commonwealth Equity Services's BSVO Position: Q4 2025 in Review

Commonwealth Equity Services sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q4 2025, closing a stake of 9,660 shares — an estimated $219K sold.

Commonwealth Equity Services first reported a position in BSVO in Q1 2023 and held it in 11 quarters. The position peaked at $550K in Q3 2024. 119 funds tracked by Wall St. Rank hold BSVO as of Q4 2025.

  • Commonwealth Equity Services reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Commonwealth Equity Services sold 9,660 EA Bridgeway Omni Small-Cap Value ETF shares in Q4 2025, an estimated $219K.
  • Commonwealth Equity Services first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and held it in 11 quarters.
  • Commonwealth Equity Services's EA Bridgeway Omni Small-Cap Value ETF position peaked at $550K in Q3 2024.
  • 119 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q4 2025.

Based on Commonwealth Equity Services's 13F filing for Q4 2025, filed 12 Feb 2026.