Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q4 		– Sell
-9,671
Closed -$214K – 1730
2024
Q3 		$214K Buy
+9,671
New +$208K ﹤0.01% 1623

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
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $334M AUM 22.34% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Envestnet Portfolio Solutions's BSVO Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q4 2024, closing a stake of 9,671 shares — an estimated $214K sold.

Envestnet Portfolio Solutions first reported a position in BSVO in Q3 2024 and held it in 1 quarter. The position peaked at $214K in Q3 2024. 93 funds tracked by Wall St. Rank hold BSVO as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 9,671 EA Bridgeway Omni Small-Cap Value ETF shares in Q4 2024, an estimated $214K.
  • Envestnet Portfolio Solutions first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's EA Bridgeway Omni Small-Cap Value ETF position peaked at $214K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.