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Focus Partners Advisor Solutions’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Focus Partners Advisor 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
2026
Q1 		$511M Buy
20,135,575
+505,173
+3% +$12.8M 5.15% 3
2025
Q4 		$457M Buy
19,630,402
+4,251,642
+28% +$97.5M 5.61% 3
2025
Q3 		$348M Sell
15,378,760
-2,253,915
-13% -$49.4M 3.95% 5
2025
Q2 		$359M Sell
17,632,675
-49,113
-0.3% -$938K 4.8% 3
2025
Q1 		$344M Buy
17,681,788
+683,935
+4% +$14.4M 5.22% 3
2024
Q4 		$368M Buy
16,997,853
+2,852,350
+20% +$64.1M 6.21% 3
2024
Q3 		$312M Buy
14,145,503
+656,128
+5% +$14.1M 6.58% 3
2024
Q2 		$275M Buy
13,489,375
+1,348,670
+11% +$27.6M 7.21% 3
2024
Q1 		$258M Buy
12,140,705
+6,689,866
+123% +$136M 7.46% 3
2023
Q4 		$115M Sell
5,450,839
-1,907,754
-26% -$35.9M 5.49% 4
2023
Q3 		$134M Buy
7,358,593
+1,913,774
+35% +$35.8M 6.52% 4
2023
Q2 		$97.1M Buy
5,444,819
+855,167
+19% +$14.6M 5.4% 6
2023
Q1 		$80.5M Buy
+4,589,652
New +$79.3M 5.2% 5

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
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
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return