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

LPL Financial’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 		$2.83M Buy
111,694
+4,675
+4% +$118K ﹤0.01% 3179
2025
Q4 		$2.49M Sell
107,019
-1,539
-1% -$35.3K ﹤0.01% 3184
2025
Q3 		$2.46M Buy
108,558
+5,381
+5% +$118K ﹤0.01% 3130
2025
Q2 		$2.1M Buy
103,177
+1,836
+2% +$35.1K ﹤0.01% 3073
2025
Q1 		$1.97M Buy
101,341
+3,952
+4% +$82.9K ﹤0.01% 2977
2024
Q4 		$2.11M Buy
97,389
+80,089
+463% +$1.8M ﹤0.01% 2815
2024
Q3 		$382K Buy
17,300
+1,400
+9% +$30.1K ﹤0.01% 4238
2024
Q2 		$324K Hold
15,900
– – ﹤0.01% 4208
2024
Q1 		$338K Buy
15,900
+617
+4% +$12.6K ﹤0.01% 4104
2023
Q4 		$321K Buy
15,283
+907
+6% +$17.1K ﹤0.01% 4034
2023
Q3 		$263K Sell
14,376
-300
-2% -$5.61K ﹤0.01% 4033
2023
Q2 		$262K Hold
14,676
– – ﹤0.01% 3966
2023
Q1 		$257K Buy
+14,676
New +$254K ﹤0.01% 3860

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CA
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BMWS
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