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Carlton Hofferkamp & Jenks Wealth Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Carlton Hofferkamp & Jenks 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 		$1.55M Hold
52,645
– – 0.5% 45
2026
Q1 		$1.45M Hold
52,645
– – 0.49% 47
2025
Q4 		$1.23M Hold
52,645
– – 0.41% 53
2025
Q3 		$1.2M Hold
52,645
– – 0.4% 52
2025
Q2 		$1.1M Hold
52,645
– – 0.4% 54
2025
Q1 		$920K Sell
52,645
-4,289
-8% -$90K 0.38% 57
2024
Q4 		$1.26M Hold
56,934
– – 0.46% 45
2024
Q3 		$1.23M Hold
56,934
– – 0.47% 47
2024
Q2 		$1.3M Buy
+56,934
New +$1.17M 0.51% 48

Other funds holding BSVO

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
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
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
CWMA
Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $216M AUM 32.76% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
HWA
HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's BSVO Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 52,645 shares worth $1.55M. The position accounts for 0.5% of the portfolio, ranked #45.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in BSVO in Q2 2024 and has held it in 9 quarters since. 70 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 52,645 shares of EA Bridgeway Omni Small-Cap Value ETF worth $1.55M as of Q2 2026.
  • Carlton Hofferkamp & Jenks 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 0.5% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2024 and has held it in 9 quarters since.
  • 70 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.