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

Bartlett & Co 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 		$422K Hold
14,455
– – 0.01% 374
2026
Q1 		$396K Hold
14,455
– – 0.01% 372
2025
Q4 		$337K Hold
14,455
– – ﹤0.01% 384
2025
Q3 		$327K Hold
14,455
– – ﹤0.01% 393
2025
Q2 		$295K Hold
14,455
– – ﹤0.01% 394
2025
Q1 		$281K Hold
14,455
– – ﹤0.01% 405
2024
Q4 		$313K Hold
14,455
– – ﹤0.01% 389
2024
Q3 		$319K Hold
14,455
– – ﹤0.01% 392
2024
Q2 		$294K Hold
14,455
– – ﹤0.01% 397
2024
Q1 		$307K Hold
14,455
– – ﹤0.01% 400
2023
Q4 		$308K Buy
+14,455
New +$272K 0.01% 411

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

Bartlett & Co Wealth Management's BSVO Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 14,455 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #374.

Bartlett & Co Wealth Management first reported a position in BSVO in Q4 2023 and has held it in 11 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Bartlett & Co Wealth Management held 14,455 shares of EA Bridgeway Omni Small-Cap Value ETF worth $422K as of Q2 2026.
  • Bartlett & Co 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 Bartlett & Co Wealth Management's portfolio in Q2 2026, its #374 holding.
  • Bartlett & Co Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.