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Berger Financial Group’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Berger Financial Group’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 		$3.56M Hold
122,097
– – 0.18% 108
2026
Q1 		$3.1M Sell
122,097
-7,758
-6% -$196K 0.17% 108
2025
Q4 		$3.03M Buy
129,855
+3,844
+3% +$88.2K 0.18% 114
2025
Q3 		$2.85M Hold
126,011
– – 0.17% 115
2025
Q2 		$2.57M Hold
126,011
– – 0.17% 115
2025
Q1 		$2.45M Hold
126,011
– – 0.17% 115
2024
Q4 		$2.73M Buy
+126,011
New +$2.83M 0.19% 109

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

Berger Financial Group's BSVO Position: Q2 2026 in Review

Berger Financial Group held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 122,097 shares worth $3.56M. The position accounts for 0.18% of the portfolio, ranked #108.

Berger Financial Group first reported a position in BSVO in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Berger Financial Group held 122,097 shares of EA Bridgeway Omni Small-Cap Value ETF worth $3.56M as of Q2 2026.
  • Berger Financial Group left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.18% of Berger Financial Group's portfolio in Q2 2026, its #108 holding.
  • Berger Financial Group first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.