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OneDigital Investment Advisors’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

OneDigital Investment Advisors’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
Q4 		– Sell
-15,619
Closed -$345K – 1413
2024
Q3 		$345K Hold
15,619
– – ﹤0.01% 1091
2024
Q2 		$318K Hold
15,619
– – ﹤0.01% 1083
2024
Q1 		$332K Hold
15,619
– – 0.01% 878
2023
Q4 		$328K Buy
+15,619
New +$294K 0.01% 879

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
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 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 $415M AUM 26.07% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

OneDigital Investment Advisors's BSVO Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q4 2024, closing a stake of 15,619 shares — an estimated $345K sold.

OneDigital Investment Advisors first reported a position in BSVO in Q4 2023 and held it in 4 quarters. The position peaked at $345K in Q3 2024. 93 funds tracked by Wall St. Rank hold BSVO as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 15,619 EA Bridgeway Omni Small-Cap Value ETF shares in Q4 2024, an estimated $345K.
  • OneDigital Investment Advisors first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2023 and held it in 4 quarters.
  • OneDigital Investment Advisors's EA Bridgeway Omni Small-Cap Value ETF position peaked at $345K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.