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Marcum Wealth’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Marcum Wealth’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
2025
Q1 		$1.01M Hold
51,742
– – 0.09% 113
2024
Q4 		$1.12M Buy
51,742
+323
+0.6% +$7.26K 0.1% 100
2024
Q3 		$1.14M Hold
51,419
– – 0.11% 96
2024
Q2 		$1.05M Hold
51,419
– – 0.11% 99
2024
Q1 		$1.09M Sell
51,419
-439
-0.8% -$8.95K 0.11% 96
2023
Q4 		$1.09M Buy
51,858
+398
+0.8% +$7.49K 0.12% 90
2023
Q3 		$940K Hold
51,460
– – 0.11% 91
2023
Q2 		$918K Hold
51,460
– – 0.11% 100
2023
Q1 		$902K Buy
+51,460
New +$889K 0.11% 103

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 $383M AUM 27.62% 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 $415M AUM 26.07% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Marcum Wealth's BSVO Position: Q1 2025 in Review

Marcum Wealth held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q1 2025 at 51,742 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #113.

Marcum Wealth first reported a position in BSVO in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.14M in Q3 2024. 94 funds tracked by Wall St. Rank hold BSVO as of Q1 2025.

  • Marcum Wealth held 51,742 shares of EA Bridgeway Omni Small-Cap Value ETF worth $1.01M as of Q1 2025.
  • Marcum Wealth left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q1 2025.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.09% of Marcum Wealth's portfolio in Q1 2025, its #113 holding.
  • Marcum Wealth first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 9 quarters since.
  • Marcum Wealth's EA Bridgeway Omni Small-Cap Value ETF position peaked at $1.14M in Q3 2024.
  • 94 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.