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Forum Financial Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Forum Financial 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
2026
Q1 		$16.4M Sell
645,859
-10,493
-2% -$265K 0.23% 26
2025
Q4 		$15.3M Sell
656,352
-2,372
-0.4% -$54.4K 0.2% 33
2025
Q3 		$14.9M Sell
658,724
-9,380
-1% -$206K 0.2% 31
2025
Q2 		$13.6M Sell
668,104
-1,943
-0.3% -$37.1K 0.21% 28
2025
Q1 		$13M Buy
670,047
+4,898
+0.7% +$103K 0.22% 29
2024
Q4 		$14.4M Sell
665,149
-62,612
-9% -$1.41M 0.24% 28
2024
Q3 		$16.1M Sell
727,761
-9,733
-1% -$209K 0.27% 27
2024
Q2 		$15M Sell
737,494
-9,081
-1% -$186K 0.27% 26
2024
Q1 		$15.9M Sell
746,575
-11,274
-1% -$230K 0.27% 27
2023
Q4 		$15.9M Sell
757,849
-18,239
-2% -$343K 0.3% 22
2023
Q3 		$14.2M Sell
776,088
-7,924
-1% -$148K 0.31% 21
2023
Q2 		$14M Sell
784,012
-46,423
-6% -$794K 0.31% 21
2023
Q1 		$14.6M Buy
+830,435
New +$14.3M 0.42% 21

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
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