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

Beaird Harris 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	$634K	Hold	21,728	–	–	0.04%	85
2026 Q1	$551K	Sell	21,728 -18,871	-46%	-$477K	0.04%	87
2025 Q4	$946K	Hold	40,599	–	–	0.07%	73
2025 Q3	$920K	Hold	40,599	–	–	0.07%	71
2025 Q2	$827K	Hold	40,599	–	–	0.06%	69
2025 Q1	$789K	Hold	40,599	–	–	0.07%	66
2024 Q4	$879K	Hold	40,599	–	–	0.08%	67
2024 Q3	$897K	Hold	40,599	–	–	0.08%	67
2024 Q2	$827K	Hold	40,599	–	–	0.08%	63
2024 Q1	$863K	Hold	40,599	–	–	0.08%	57
2023 Q4	$853K	Hold	40,599	–	–	0.09%	51
2023 Q3	$742K	Hold	40,599	–	–	0.09%	50
2023 Q2	$724K	Hold	40,599	–	–	0.09%	48
2023 Q1	$712K	Buy	+40,599	New	+$701K	0.13%	46

Other funds holding BSVO

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 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

HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return

HBE Wealth Management Lincoln, Nebraska $139M AUM

Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return