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AE Wealth Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

AE Wealth Management’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
2026
Q2 		$525 Hold
18
– – ﹤0.01% 2615
2026
Q1 		$457 Hold
18
– – ﹤0.01% 2546
2025
Q4 		$419 Sell
18
-9,361
-100% -$215K ﹤0.01% 2413
2025
Q3 		$212K Buy
9,379
+18
+0.2% +$395 ﹤0.01% 1367
2025
Q2 		$191K Hold
9,361
– – ﹤0.01% 1326
2025
Q1 		$182K Hold
9,361
– – ﹤0.01% 1303
2024
Q4 		$203K Sell
9,361
-213
-2% -$4.79K ﹤0.01% 1270
2024
Q3 		$211K Buy
+9,574
New +$206K ﹤0.01% 1158
2024
Q2 		– Sell
-9,576
Closed -$204K – 1240
2024
Q1 		$204K Buy
+9,576
New +$195K ﹤0.01% 1090

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $415M AUM 26.07% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

AE Wealth Management's BSVO Position: Q2 2026 in Review

AE Wealth Management held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 18 shares worth $525. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

AE Wealth Management first reported a position in BSVO in Q1 2024 and has held it in 9 quarters since. The position peaked at $212K in Q3 2025. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • AE Wealth Management held 18 shares of EA Bridgeway Omni Small-Cap Value ETF worth $525 as of Q2 2026.
  • AE Wealth Management left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2615 holding.
  • AE Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2024 and has held it in 9 quarters since.
  • AE Wealth Management's EA Bridgeway Omni Small-Cap Value ETF position peaked at $212K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.