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Cardinal Point Capital Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Cardinal Point Capital 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
2025
Q2 		– Sell
-11,397
Closed -$222K – 244
2025
Q1 		$222K Buy
+11,397
New +$239K 0.02% 173

Other funds holding BSVO

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FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $383M AUM 27.62% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $211M AUM 35.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CWMA
Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $216M AUM 32.76% 1-Year Est. Return

Cardinal Point Capital Management's BSVO Position: Q2 2025 in Review

Cardinal Point Capital Management sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2025, closing a stake of 11,397 shares — an estimated $222K sold.

Cardinal Point Capital Management first reported a position in BSVO in Q1 2025 and held it in 1 quarter. The position peaked at $222K in Q1 2025. 95 funds tracked by Wall St. Rank hold BSVO as of Q2 2025.

  • Cardinal Point Capital Management reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Cardinal Point Capital Management sold 11,397 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2025, an estimated $222K.
  • Cardinal Point Capital Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Cardinal Point Capital Management's EA Bridgeway Omni Small-Cap Value ETF position peaked at $222K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2025.

Based on Cardinal Point Capital Management's 13F filing for Q2 2025, filed 31 Jul 2025.