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

Northwest 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
2026
Q2 		$6.39M Sell
218,894
-1,587
-0.7% -$43.8K 0.84% 27
2026
Q1 		$5.59M Buy
220,481
+1,168
+0.5% +$29.5K 0.84% 27
2025
Q4 		$5.11M Buy
219,313
+3,903
+2% +$89.5K 0.8% 29
2025
Q3 		$4.88M Sell
215,410
-3,569
-2% -$78.3K 0.8% 29
2025
Q2 		$4.46M Buy
218,979
+31,711
+17% +$606K 0.81% 31
2025
Q1 		$3.64M Buy
187,268
+31,394
+20% +$659K 0.73% 33
2024
Q4 		$3.37M Buy
155,874
+22,420
+17% +$504K 0.72% 34
2024
Q3 		$2.95M Buy
133,454
+29,487
+28% +$634K 0.69% 37
2024
Q2 		$2.12M Buy
103,967
+57,850
+125% +$1.18M 0.55% 42
2024
Q1 		$981K Buy
46,117
+2,967
+7% +$60.5K 0.27% 70
2023
Q4 		$907K Buy
43,150
+7,393
+21% +$139K 0.27% 69
2023
Q3 		$653K Buy
35,757
+441
+1% +$8.24K 0.24% 76
2023
Q2 		$630K Sell
35,316
-2,004
-5% -$34.3K 0.23% 77
2023
Q1 		$654K Buy
+37,320
New +$645K 0.25% 77

Other funds holding BSVO

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
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return
HWA
HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return
HWM
HBE Wealth Management Lincoln, Nebraska $139M AUM
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return