AFC
BSVO icon

Ares Financial Consulting’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Ares Financial Consulting’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 		$34.1K Hold
1,167
– – 0.02% 300
2026
Q1 		$29.7K Hold
1,167
– – 0.02% 308
2025
Q4 		$27.2K Buy
+1,167
New +$26.8K 0.03% 225

Other funds holding BSVO

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
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
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
CWMA
Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $216M AUM 32.76% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Ares Financial Consulting's BSVO Position: Q2 2026 in Review

Ares Financial Consulting held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 1,167 shares worth $34.1K. The position accounts for 0.02% of the portfolio, ranked #300.

Ares Financial Consulting first reported a position in BSVO in Q4 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Ares Financial Consulting held 1,167 shares of EA Bridgeway Omni Small-Cap Value ETF worth $34.1K as of Q2 2026.
  • Ares Financial Consulting left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #300 holding.
  • Ares Financial Consulting first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.