Cetera Investment Advisers
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Cetera Investment Advisers’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Cetera Investment Advisers’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 		$421K Buy
+14,431
New +$398K ﹤0.01% 3862
2026
Q1 		– Sell
-22,618
Closed -$527K – 4824
2025
Q4 		$527K Buy
22,618
+1,881
+9% +$43.1K ﹤0.01% 3390
2025
Q3 		$470K Hold
20,737
– – ﹤0.01% 3430
2025
Q2 		$423K Sell
20,737
-3,428
-14% -$65.5K ﹤0.01% 3095
2025
Q1 		$470K Buy
24,165
+3,428
+17% +$71.9K ﹤0.01% 2900
2024
Q4 		$449K Hold
20,737
– – ﹤0.01% 2773
2024
Q3 		$458K Hold
20,737
– – ﹤0.01% 2715
2024
Q2 		$422K Buy
20,737
+5,011
+32% +$103K ﹤0.01% 2729
2024
Q1 		$334K Hold
15,726
– – ﹤0.01% 2938
2023
Q4 		$330K Hold
15,726
– – ﹤0.01% 1734
2023
Q3 		$287K Hold
15,726
– – ﹤0.01% 1758
2023
Q2 		$280K Sell
15,726
-2,177
-12% -$37.2K ﹤0.01% 1794
2023
Q1 		$314K Buy
+17,903
New +$309K ﹤0.01% 1677

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

Cetera Investment Advisers's BSVO Position: Q2 2026 in Review

Cetera Investment Advisers opened a new position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2026: 14,431 shares worth $421K. The stake represents ﹤0.01% of the portfolio and ranks #3862 among its holdings. This is a return to the name: Cetera Investment Advisers previously reported a position in BSVO as recently as Q4 2025.

Cetera Investment Advisers first reported a position in BSVO in Q1 2023 and has held it in 13 quarters since. The position peaked at $527K in Q4 2025. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Cetera Investment Advisers held 14,431 shares of EA Bridgeway Omni Small-Cap Value ETF worth $421K as of Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF was a new Cetera Investment Advisers position in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3862 holding.
  • Cetera Investment Advisers first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • Cetera Investment Advisers's EA Bridgeway Omni Small-Cap Value ETF position peaked at $527K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.