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Peirce Capital Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Peirce Capital 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 		$28.4M Sell
972,972
-844,545
-46% -$23.3M 10.41% 2
2026
Q1 		$46.1M Sell
1,817,517
-16,488
-0.9% -$417K 18.04% 1
2025
Q4 		$42.7M Buy
1,834,005
+2,015
+0.1% +$46.2K 17.01% 1
2025
Q3 		$41.5M Buy
1,831,990
+64,392
+4% +$1.41M 17.25% 1
2025
Q2 		$36M Buy
1,767,598
+64,755
+4% +$1.24M 15.97% 1
2025
Q1 		$33.1M Buy
1,702,843
+105,031
+7% +$2.2M 16.38% 1
2024
Q4 		$34.6M Buy
1,597,812
+38,148
+2% +$858K 17.75% 1
2024
Q3 		$34.5M Sell
1,559,664
-5,404
-0.3% -$116K 17.3% 1
2024
Q2 		$31.9M Buy
1,565,068
+127,762
+9% +$2.62M 16.88% 1
2024
Q1 		$30.6M Buy
1,437,306
+92,109
+7% +$1.88M 16.78% 1
2023
Q4 		$28.3M Buy
+1,345,197
New +$25.3M 17.07% 1

Other funds holding BSVO

KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 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
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
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