Creative Planning
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Creative Planning’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Creative Planning’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
2026
Q1 		$815K Sell
32,115
-328
-1% -$8.29K ﹤0.01% 2626
2025
Q4 		$756K Buy
32,443
+23
+0.1% +$528 ﹤0.01% 2498
2025
Q3 		$734K Hold
32,420
– – ﹤0.01% 2398
2025
Q2 		$661K Hold
32,420
– – ﹤0.01% 2222
2025
Q1 		$630K Hold
32,420
– – ﹤0.01% 2084
2024
Q4 		$702K Buy
32,420
+23
+0.1% +$517 ﹤0.01% 1918
2024
Q3 		$716K Hold
32,397
– – ﹤0.01% 1796
2024
Q2 		$660K Buy
32,397
+3,033
+10% +$62.1K ﹤0.01% 1725
2024
Q1 		$624K Buy
29,364
+926
+3% +$18.9K ﹤0.01% 1695
2023
Q4 		$598K Buy
28,438
+21
+0.1% +$395 ﹤0.01% 1580
2023
Q3 		$519K Hold
28,417
– – ﹤0.01% 1549
2023
Q2 		$507K Hold
28,417
– – ﹤0.01% 1544
2023
Q1 		$498K Buy
+28,417
New +$491K ﹤0.01% 1471

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
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $174M AUM 31.63% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return