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

PFG Private 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
2025
Q4 		– Sell
-70,824
Closed -$1.6M – 88
2025
Q3 		$1.6M Buy
+70,824
New +$1.55M 0.72% 42

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
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 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
CA
Claris Advisors St. Louis, Missouri $383M AUM 27.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

PFG Private Wealth Management's BSVO Position: Q4 2025 in Review

PFG Private Wealth Management sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q4 2025, closing a stake of 70,824 shares — an estimated $1.6M sold.

PFG Private Wealth Management first reported a position in BSVO in Q3 2025 and held it in 1 quarter. The position peaked at $1.6M in Q3 2025. 119 funds tracked by Wall St. Rank hold BSVO as of Q4 2025.

  • PFG Private Wealth Management reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • PFG Private Wealth Management sold 70,824 EA Bridgeway Omni Small-Cap Value ETF shares in Q4 2025, an estimated $1.6M.
  • PFG Private Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • PFG Private Wealth Management's EA Bridgeway Omni Small-Cap Value ETF position peaked at $1.6M in Q3 2025.
  • 119 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q4 2025.

Based on PFG Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.