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Salomon & Ludwin’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Salomon & Ludwin’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
Q2 		– Sell
-5,603
Closed -$109K – 1120
2025
Q1 		$109K Buy
+5,603
New +$118K 0.01% 170

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 $360M AUM 21.71% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $383M AUM 27.62% 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 $7.79B AUM 20.38% 1-Year Est. Return
CWMA
Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $216M AUM 32.76% 1-Year Est. Return

Salomon & Ludwin's BSVO Position: Q2 2025 in Review

Salomon & Ludwin sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2025, closing a stake of 5,603 shares — an estimated $109K sold.

Salomon & Ludwin first reported a position in BSVO in Q1 2025 and held it in 1 quarter. The position peaked at $109K in Q1 2025. 95 funds tracked by Wall St. Rank hold BSVO as of Q2 2025.

  • Salomon & Ludwin reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Salomon & Ludwin sold 5,603 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2025, an estimated $109K.
  • Salomon & Ludwin first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Salomon & Ludwin's EA Bridgeway Omni Small-Cap Value ETF position peaked at $109K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2025.

Based on Salomon & Ludwin's 13F filing for Q2 2025, filed 29 Jul 2025.