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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
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 $89.9B AUM 20.5% 1-Year Est. Return
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

Cornerstone Planning Group's BSVO Position: Q2 2025 in Review

Cornerstone Planning Group sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2025, closing a stake of 532 shares — an estimated $9.61K sold.

Cornerstone Planning Group first reported a position in BSVO in Q1 2025 and held it in 1 quarter. The position peaked at $9.61K in Q1 2025. 95 funds tracked by Wall St. Rank hold BSVO as of Q2 2025.

  • Cornerstone Planning Group reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 532 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2025, an estimated $9.61K.
  • Cornerstone Planning Group first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's EA Bridgeway Omni Small-Cap Value ETF position peaked at $9.61K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.