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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

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

Beaird Harris Wealth Management's BSVO Position: Q2 2026 in Review

Beaird Harris Wealth Management held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 21,728 shares worth $634K. The position accounts for 0.04% of the portfolio, ranked #85.

Beaird Harris Wealth Management first reported a position in BSVO in Q1 2023 and has held it in 14 quarters since. The position peaked at $946K in Q4 2025. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Beaird Harris Wealth Management held 21,728 shares of EA Bridgeway Omni Small-Cap Value ETF worth $634K as of Q2 2026.
  • Beaird Harris 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 0.04% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Beaird Harris Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Beaird Harris Wealth Management's EA Bridgeway Omni Small-Cap Value ETF position peaked at $946K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.