Crestwood Advisors Group’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Crestwood Advisors Group’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	$281K	Hold	11,069	–	–	﹤0.01%	607
2025 Q4	$258K	Hold	11,069	–	–	﹤0.01%	573
2025 Q3	$251K	Hold	11,069	–	–	﹤0.01%	504
2025 Q2	$226K	Hold	11,069	–	–	﹤0.01%	498
2025 Q1	$215K	Hold	11,069	–	–	﹤0.01%	477
2024 Q4	$240K	Hold	11,069	–	–	﹤0.01%	423
2024 Q3	$245K	Hold	11,069	–	–	﹤0.01%	398
2024 Q2	$226K	Hold	11,069	–	–	﹤0.01%	398
2024 Q1	$235K	Hold	11,069	–	–	0.01%	387
2023 Q4	$233K	Hold	11,069	–	–	0.01%	367
2023 Q3	$202K	Buy	+11,069	New	+$207K	0.01%	349

Other funds holding BSVO

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return

Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Kaufman Rossin Wealth Miami, Florida $174M AUM 31.63% 1-Year Est. Return

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

Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return