Creative Planning’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Hold |
32,420
| – | – | ﹤0.01% | 2217 |
|
|
2025
Q1 | $630K | Hold |
32,420
| – | – | ﹤0.01% | 2079 |
|
|
2024
Q4 | $702K | Buy |
32,420
+23
| +0.1% | +$498 | ﹤0.01% | 1912 |
|
|
2024
Q3 | $716K | Hold |
32,397
| – | – | ﹤0.01% | 1796 |
|
|
2024
Q2 | $660K | Buy |
32,397
+3,033
| +10% | +$61.8K | ﹤0.01% | 1720 |
|
|
2024
Q1 | $624K | Buy |
29,364
+926
| +3% | +$19.7K | ﹤0.01% | 1689 |
|
|
2023
Q4 | $598K | Buy |
28,438
+21
| +0.1% | +$441 | ﹤0.01% | 1576 |
|
|
2023
Q3 | $519K | Hold |
28,417
| – | – | ﹤0.01% | 1546 |
|
|
2023
Q2 | $507K | Hold |
28,417
| – | – | ﹤0.01% | 1538 |
|
|
2023
Q1 | $498K | Buy |
+28,417
| New | +$498K | ﹤0.01% | 1466 |
|