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Apella Capital’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Apella Capital’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 		$2.18M Hold
75,972
– – 0.03% 250
2026
Q1 		$2.07M Buy
75,972
+66,824
+730% +$1.69M 0.03% 255
2025
Q4 		$213K Hold
9,148
– – ﹤0.01% 506
2025
Q3 		$202K Sell
9,148
-968
-10% -$21.2K ﹤0.01% 459
2025
Q2 		$214K Hold
10,116
– – 0.01% 401
2025
Q1 		$184K Hold
10,116
– – 0.01% 377
2024
Q4 		$219K Hold
10,116
– – 0.01% 324
2024
Q3 		$220K Hold
10,116
– – 0.01% 307
2024
Q2 		$202K Hold
10,116
– – 0.01% 300
2024
Q1 		$211K Hold
10,116
– – 0.01% 281
2023
Q4 		$207K Hold
10,116
– – 0.01% 278
2023
Q3 		$185K Hold
10,116
– – 0.01% 252
2023
Q2 		$180K Buy
+10,116
New +$173K 0.01% 249

Other funds holding BSVO

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
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
HWA
HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return
HWM
HBE Wealth Management Lincoln, Nebraska $139M AUM
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
CWA
CogentBlue Wealth Advisors Knoxville, Tennessee $175M AUM 32.95% 1-Year Est. Return

Apella Capital's BSVO Position: Q2 2026 in Review

Apella Capital held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 75,972 shares worth $2.18M. The position accounts for 0.03% of the portfolio, ranked #250.

Apella Capital first reported a position in BSVO in Q2 2023 and has held it in 13 quarters since. 29 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Apella Capital held 75,972 shares of EA Bridgeway Omni Small-Cap Value ETF worth $2.18M as of Q2 2026.
  • Apella Capital left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.03% of Apella Capital's portfolio in Q2 2026, its #250 holding.
  • Apella Capital first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 29 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.