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Rothschild Investment LLC’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Rothschild Investment LLC’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
Q3 		– Sell
-849
Closed -$17.3K – 2904
2024
Q2 		$17.3K Buy
+849
New +$17.4K ﹤0.01% 995

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
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 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

Rothschild Investment LLC's BSVO Position: Q3 2024 in Review

Rothschild Investment LLC sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q3 2024, closing a stake of 849 shares — an estimated $17.3K sold.

Rothschild Investment LLC first reported a position in BSVO in Q2 2024 and held it in 1 quarter. The position peaked at $17.3K in Q2 2024. 77 funds tracked by Wall St. Rank hold BSVO as of Q3 2024.

  • Rothschild Investment LLC reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Rothschild Investment LLC sold 849 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2024, an estimated $17.3K.
  • Rothschild Investment LLC first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2024 and held it in 1 quarter.
  • Rothschild Investment LLC's EA Bridgeway Omni Small-Cap Value ETF position peaked at $17.3K in Q2 2024.
  • 77 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2024.

Based on Rothschild Investment LLC's 13F filing for Q3 2024, filed 18 Oct 2024.