Creative Planning’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $734K | Hold |
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|
2025
Q2 | $661K | Hold |
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|
2025
Q1 | $630K | Hold |
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|
2024
Q4 | $702K | Buy |
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|
2024
Q3 | $716K | Hold |
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|
2024
Q2 | $660K | Buy |
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|
2024
Q1 | $624K | Buy |
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|
2023
Q4 | $598K | Buy |
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|
2023
Q3 | $519K | Hold |
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|
2023
Q2 | $507K | Hold |
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|
2023
Q1 | $498K | Buy |
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