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

Merriman Wealth 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
2024
Q2 		– Sell
-39,577
Closed -$842K – 208
2024
Q1 		$842K Sell
39,577
-1,659
-4% -$33.8K 0.04% 106
2023
Q4 		$867K Buy
+41,236
New +$776K 0.04% 104

Other funds holding BSVO

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 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
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return

Merriman Wealth Management's BSVO Position: Q2 2024 in Review

Merriman Wealth Management sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2024, closing a stake of 39,577 shares — an estimated $842K sold.

Merriman Wealth Management first reported a position in BSVO in Q4 2023 and held it in 2 quarters. The position peaked at $867K in Q4 2023. 72 funds tracked by Wall St. Rank hold BSVO as of Q2 2024.

  • Merriman Wealth Management reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Merriman Wealth Management sold 39,577 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2024, an estimated $842K.
  • Merriman Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2023 and held it in 2 quarters.
  • Merriman Wealth Management's EA Bridgeway Omni Small-Cap Value ETF position peaked at $867K in Q4 2023.
  • 72 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2024.

Based on Merriman Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.