VWA
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Valued Wealth Advisors’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Valued Wealth 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
2024
Q3 		– Sell
-276
Closed -$5.62K – 642
2024
Q2 		$5.62K Hold
276
– – ﹤0.01% 261
2024
Q1 		$5.87K Buy
+276
New +$5.62K ﹤0.01% 237

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

Valued Wealth Advisors's BSVO Position: Q3 2024 in Review

Valued Wealth Advisors sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q3 2024, closing a stake of 276 shares — an estimated $5.62K sold.

Valued Wealth Advisors first reported a position in BSVO in Q1 2024 and held it in 2 quarters. The position peaked at $5.87K in Q1 2024. 77 funds tracked by Wall St. Rank hold BSVO as of Q3 2024.

  • Valued Wealth Advisors reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 276 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2024, an estimated $5.62K.
  • Valued Wealth Advisors first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2024 and held it in 2 quarters.
  • Valued Wealth Advisors's EA Bridgeway Omni Small-Cap Value ETF position peaked at $5.87K in Q1 2024.
  • 77 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2024.

Based on Valued Wealth Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.