Northwestern Mutual Wealth Management
BSVO icon

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

Northwestern Mutual 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
Q1 		$117K Hold
4,620
– – ﹤0.01% 2113
2025
Q4 		$108K Hold
4,620
– – ﹤0.01% 2106
2025
Q3 		$105K Hold
4,620
– – ﹤0.01% 2025
2025
Q2 		$94.2K Sell
4,620
-1,525
-25% -$29.1K ﹤0.01% 2019
2025
Q1 		$119K Sell
6,145
-7,870
-56% -$165K ﹤0.01% 1862
2024
Q4 		$303K Sell
14,015
-7,394
-35% -$166K ﹤0.01% 1494
2024
Q3 		$473K Sell
21,409
-9,837
-31% -$211K ﹤0.01% 1320
2024
Q2 		$637K Buy
31,246
+6,435
+26% +$132K ﹤0.01% 1174
2024
Q1 		$528K Sell
24,811
-1,226
-5% -$25K ﹤0.01% 1228
2023
Q4 		$547K Buy
+26,037
New +$490K ﹤0.01% 1168
2023
Q3 		– Sell
-2,510
Closed -$44.8K – 3307
2023
Q2 		$44.8K Buy
+2,510
New +$42.9K ﹤0.01% 2024

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