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

Bridge Generations 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
Q1 		– Sell
-7,375
Closed -$172K – 46
2025
Q4 		$172K Hold
7,375
– – 0.11% 35
2025
Q3 		$167K Hold
7,375
– – 0.11% 35
2025
Q2 		$150K Hold
7,375
– – 0.09% 36
2025
Q1 		$143K Sell
7,375
-1,348
-15% -$28.3K 0.09% 33
2024
Q4 		$189K Buy
+8,723
New +$196K 0.12% 25

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
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 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
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Bridge Generations Wealth Management's BSVO Position: Q1 2026 in Review

Bridge Generations Wealth Management sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q1 2026, closing a stake of 7,375 shares — an estimated $172K sold.

Bridge Generations Wealth Management first reported a position in BSVO in Q4 2024 and held it in 5 quarters. The position peaked at $189K in Q4 2024. 121 funds tracked by Wall St. Rank hold BSVO as of Q1 2026.

  • Bridge Generations Wealth Management reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 7,375 EA Bridgeway Omni Small-Cap Value ETF shares in Q1 2026, an estimated $172K.
  • Bridge Generations Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2024 and held it in 5 quarters.
  • Bridge Generations Wealth Management's EA Bridgeway Omni Small-Cap Value ETF position peaked at $189K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.