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

Base 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	$208K	Buy	+7,131	New	+$197K	0.1%	64

Other funds holding BSVO

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Squire Investment Management Company Orem, Utah $415M AUM 26.07% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return

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

Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

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

Base Wealth Management opened a new position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2026: 7,131 shares worth $208K. The stake represents 0.1% of the portfolio and ranks #64 among its holdings.

110 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

Base Wealth Management held 7,131 shares of EA Bridgeway Omni Small-Cap Value ETF worth $208K as of Q2 2026.
EA Bridgeway Omni Small-Cap Value ETF was a new Base Wealth Management position in Q2 2026.
EA Bridgeway Omni Small-Cap Value ETF made up 0.1% of Base Wealth Management's portfolio in Q2 2026, its #64 holding.
110 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Base Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.