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

Baker Tilly 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 Q3	$991K	Sell	35,433 -7,089	-17%	-$208K	0.19%	94
2026 Q2	$1.24M	Sell	42,522 -307	-0.7%	-$8.46K	0.26%	65
2026 Q1	$1.09M	Sell	42,829 -20,056	-32%	-$507K	0.26%	72
2025 Q4	$1.47M	Sell	62,885 -84,159	-57%	-$1.93M	0.36%	50
2025 Q3	$3.33M	Buy	+147,044	New	+$3.23M	0.75%	32

Other funds holding BSVO

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

CWA

CogentBlue Wealth Advisors Knoxville, Tennessee $108M AUM 22.99% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

DFC

DBK Financial Counsel Cuyahoga Falls, Ohio $125M AUM 14.41% 1-Year Est. Return

Baker Tilly Wealth Management's BSVO Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 17% in Q3 2026, selling an estimated $208K and leaving 35,433 shares worth $991K. The position accounts for 0.19% of the portfolio, ranked #94.

Baker Tilly Wealth Management first reported a position in BSVO in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.33M in Q3 2025. 16 funds tracked by Wall St. Rank hold BSVO as of Q3 2026.

Baker Tilly Wealth Management held 35,433 shares of EA Bridgeway Omni Small-Cap Value ETF worth $991K as of Q3 2026.
Baker Tilly Wealth Management sold 7,089 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2026, an estimated $208K.
EA Bridgeway Omni Small-Cap Value ETF made up 0.19% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #94 holding.
Baker Tilly Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
Baker Tilly Wealth Management's EA Bridgeway Omni Small-Cap Value ETF position peaked at $3.33M in Q3 2025.
16 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.