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Cornerstone Planning Group’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Cornerstone Planning Group’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 		$12.5K Buy
+425
New +$11.7K ﹤0.01% 817
2025
Q2 		– Sell
-532
Closed -$9.61K – 1552
2025
Q1 		$9.61K Buy
+532
New +$11.2K ﹤0.01% 578

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 22.9% 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 $506M AUM 14.2% 1-Year Est. Return

Cornerstone Planning Group's BSVO Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2026: 425 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #817 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in BSVO as recently as Q1 2025.

Cornerstone Planning Group first reported a position in BSVO in Q1 2025 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Cornerstone Planning Group held 425 shares of EA Bridgeway Omni Small-Cap Value ETF worth $12.5K as of Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF was a new Cornerstone Planning Group position in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #817 holding.
  • Cornerstone Planning Group first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.