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Private Advisor Group’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Private Advisor Group’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 		$341K Sell
13,448
-772
-5% -$19.5K ﹤0.01% 2107
2025
Q4 		$331K Buy
14,220
+2,372
+20% +$54.4K ﹤0.01% 2089
2025
Q3 		$268K Sell
11,848
-5
-0% -$110 ﹤0.01% 2154
2025
Q2 		$242K Sell
11,853
-642
-5% -$12.3K ﹤0.01% 2108
2025
Q1 		$243K Hold
12,495
– – ﹤0.01% 1994
2024
Q4 		$271K Hold
12,495
– – ﹤0.01% 1918
2024
Q3 		$276K Sell
12,495
-110
-0.9% -$2.36K ﹤0.01% 2001
2024
Q2 		$257K Hold
12,605
– – ﹤0.01% 1994
2024
Q1 		$268K Hold
12,605
– – ﹤0.01% 1919
2023
Q4 		$265K Sell
12,605
-231
-2% -$4.35K ﹤0.01% 1863
2023
Q3 		$235K Hold
12,836
– – ﹤0.01% 1786
2023
Q2 		$250K Hold
12,836
– – ﹤0.01% 1733
2023
Q1 		$225K Buy
+12,836
New +$222K ﹤0.01% 1730

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