Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Carson Wealth (CWM LLC)’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 		$2.43M Sell
95,896
-17,439
-15% -$441K 0.01% 1122
2025
Q4 		$2.64M Buy
113,335
+12,865
+13% +$295K 0.01% 1036
2025
Q3 		$2.28M Sell
100,470
-3,388
-3% -$74.3K 0.01% 1038
2025
Q2 		$2.12M Sell
103,858
-11,784
-10% -$225K 0.01% 927
2025
Q1 		$2.25M Sell
115,642
-3,088
-3% -$64.8K 0.01% 786
2024
Q4 		$2.57M Sell
118,730
-191,934
-62% -$4.32M 0.01% 685
2024
Q3 		$6.86M Sell
310,664
-49,223
-14% -$1.06M 0.03% 379
2024
Q2 		$7.33M Buy
+359,887
New +$7.37M 0.03% 349

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 $218B AUM 29.41% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BSVO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 15% in Q1 2026, selling an estimated $441K and leaving 95,896 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #1122.

Carson Wealth (CWM LLC) first reported a position in BSVO in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.33M in Q2 2024. 121 funds tracked by Wall St. Rank hold BSVO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 95,896 shares of EA Bridgeway Omni Small-Cap Value ETF worth $2.43M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 17,439 EA Bridgeway Omni Small-Cap Value ETF shares in Q1 2026, an estimated $441K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1122 holding.
  • Carson Wealth (CWM LLC) first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s EA Bridgeway Omni Small-Cap Value ETF position peaked at $7.33M in Q2 2024.
  • 121 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.