EWM
BSVO icon

Endurance Wealth Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Endurance Wealth Management’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
2023
Q2 		$197K Buy
+11,069
New +$189K 0.03% 197

Other funds holding BSVO

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $334M AUM 22.34% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return
LFA
Lauterbach Financial Advisors El Paso, Texas $205M AUM 23.65% 1-Year Est. Return
KAM
Kraft Asset Management Nashville, Tennessee $108M AUM 9.93% 1-Year Est. Return

Endurance Wealth Management's BSVO Position: Q2 2023 in Review

Endurance Wealth Management opened a new position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2023: 11,069 shares worth $197K. The stake represents 0.03% of the portfolio and ranks #197 among its holdings.

53 funds tracked by Wall St. Rank hold BSVO as of Q2 2023.

  • Endurance Wealth Management held 11,069 shares of EA Bridgeway Omni Small-Cap Value ETF worth $197K as of Q2 2023.
  • EA Bridgeway Omni Small-Cap Value ETF was a new Endurance Wealth Management position in Q2 2023.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.03% of Endurance Wealth Management's portfolio in Q2 2023, its #197 holding.
  • 53 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.