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

Triad Financial Advisors’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
2023
Q3 		$285K Hold
15,619
– – 0.1% 81
2023
Q2 		$278K Hold
15,619
– – 0.11% 76
2023
Q1 		$274K Buy
+15,619
New +$270K 0.12% 81

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 $9.92B AUM 21.52% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 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 $334M AUM 22.34% 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
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

Triad Financial Advisors's BSVO Position: Q3 2023 in Review

Triad Financial Advisors held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q3 2023 at 15,619 shares worth $285K. The position accounts for 0.1% of the portfolio, ranked #81.

Triad Financial Advisors first reported a position in BSVO in Q1 2023 and has held it in 3 quarters since. 62 funds tracked by Wall St. Rank hold BSVO as of Q3 2023.

  • Triad Financial Advisors held 15,619 shares of EA Bridgeway Omni Small-Cap Value ETF worth $285K as of Q3 2023.
  • Triad Financial Advisors left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q3 2023.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.1% of Triad Financial Advisors's portfolio in Q3 2023, its #81 holding.
  • Triad Financial Advisors first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 3 quarters since.
  • 62 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.