Fidelity Investments
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Fidelity Investments’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Fidelity Investments’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 		$89.7K Buy
3,535
+1,657
+88% +$41.9K ﹤0.01% 3835
2025
Q4 		$43.8K Hold
1,878
– – ﹤0.01% 4175
2025
Q3 		$42.5K Hold
1,878
– – ﹤0.01% 4053
2025
Q2 		$38.3K Hold
1,878
– – ﹤0.01% 4019
2025
Q1 		$36.5K Sell
1,878
-1
-0.1% -$21 ﹤0.01% 3991
2024
Q4 		$40.7K Buy
1,879
+1
+0.1% +$22 ﹤0.01% 3941
2024
Q3 		$41.5K Hold
1,878
– – ﹤0.01% 3859
2024
Q2 		$38.3K Hold
1,878
– – ﹤0.01% 3756
2024
Q1 		$39.9K Hold
1,878
– – ﹤0.01% 3691
2023
Q4 		$39.5K Hold
1,878
– – ﹤0.01% 3625
2023
Q3 		$34.3K Hold
1,878
– – ﹤0.01% 3535
2023
Q2 		$33.5K Sell
1,878
-108
-5% -$1.85K ﹤0.01% 3628
2023
Q1 		$34.8K Buy
+1,986
New +$34.3K ﹤0.01% 3607

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FPAS
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PCM
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SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $174M AUM 31.63% 1-Year Est. Return
CA
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
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return