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Roxbury Financial’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Roxbury Financial’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
Q1 		– Sell
-677
Closed -$16K – 361
2024
Q4 		$16K Buy
+677
New +$15.2K 0.02% 267

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
CA
Claris Advisors St. Louis, Missouri $334M AUM 22.34% 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
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 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

Roxbury Financial's BSVO Position: Q1 2025 in Review

Roxbury Financial sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q1 2025, closing a stake of 677 shares — an estimated $16K sold.

Roxbury Financial first reported a position in BSVO in Q4 2024 and held it in 1 quarter. The position peaked at $16K in Q4 2024. 94 funds tracked by Wall St. Rank hold BSVO as of Q1 2025.

  • Roxbury Financial reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q1 2025 after selling out during the quarter.
  • Roxbury Financial sold 677 EA Bridgeway Omni Small-Cap Value ETF shares in Q1 2025, an estimated $16K.
  • Roxbury Financial first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2024 and held it in 1 quarter.
  • Roxbury Financial's EA Bridgeway Omni Small-Cap Value ETF position peaked at $16K in Q4 2024.
  • 94 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2025.

Based on Roxbury Financial's 13F filing for Q1 2025, filed 9 Apr 2025.