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

Parallel 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
2023
Q4 		– Sell
-4,513
Closed -$82.5K – 3346
2023
Q3 		$82.5K Hold
4,513
– – ﹤0.01% 1170
2023
Q2 		$80.5K Hold
4,513
– – ﹤0.01% 1175
2023
Q1 		$79.1K Buy
+4,513
New +$78K ﹤0.01% 1165

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
CA
Claris Advisors St. Louis, Missouri $334M AUM 22.34% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 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 $7.07B AUM 18.05% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return

Parallel Advisors's BSVO Position: Q4 2023 in Review

Parallel Advisors sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q4 2023, closing a stake of 4,513 shares — an estimated $82.5K sold.

Parallel Advisors first reported a position in BSVO in Q1 2023 and held it in 3 quarters. The position peaked at $82.5K in Q3 2023. 66 funds tracked by Wall St. Rank hold BSVO as of Q4 2023.

  • Parallel Advisors reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • Parallel Advisors sold 4,513 EA Bridgeway Omni Small-Cap Value ETF shares in Q4 2023, an estimated $82.5K.
  • Parallel Advisors first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and held it in 3 quarters.
  • Parallel Advisors's EA Bridgeway Omni Small-Cap Value ETF position peaked at $82.5K in Q3 2023.
  • 66 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q4 2023.

Based on Parallel Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.