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Single Point Partners’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Single Point Partners’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
Q2 		– Sell
-12,897
Closed -$274K – 38
2024
Q1 		$274K Sell
12,897
-5,750
-31% -$117K 0.06% 63
2023
Q4 		$392K Sell
18,647
-9,766
-34% -$184K 0.1% 55
2023
Q3 		$519K Hold
28,413
– – 0.14% 48
2023
Q2 		$507K Buy
+28,413
New +$486K 0.7% 25

Other funds holding BSVO

BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 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
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 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 22.96% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $415M AUM 26.07% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Single Point Partners's BSVO Position: Q2 2024 in Review

Single Point Partners sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2024, closing a stake of 12,897 shares — an estimated $274K sold.

Single Point Partners first reported a position in BSVO in Q2 2023 and held it in 4 quarters. The position peaked at $519K in Q3 2023. 72 funds tracked by Wall St. Rank hold BSVO as of Q2 2024.

  • Single Point Partners reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q2 2024 after selling out during the quarter.
  • Single Point Partners sold 12,897 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2024, an estimated $274K.
  • Single Point Partners first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2023 and held it in 4 quarters.
  • Single Point Partners's EA Bridgeway Omni Small-Cap Value ETF position peaked at $519K in Q3 2023.
  • 72 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2024.

Based on Single Point Partners's 13F filing for Q2 2024, filed 12 Jul 2024.