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Crestwood Advisors Group’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Crestwood Advisors 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 		$323K Hold
11,069
– – ﹤0.01% 656
2026
Q1 		$281K Hold
11,069
– – ﹤0.01% 607
2025
Q4 		$258K Hold
11,069
– – ﹤0.01% 573
2025
Q3 		$251K Hold
11,069
– – ﹤0.01% 504
2025
Q2 		$226K Hold
11,069
– – ﹤0.01% 498
2025
Q1 		$215K Hold
11,069
– – ﹤0.01% 477
2024
Q4 		$240K Hold
11,069
– – ﹤0.01% 423
2024
Q3 		$245K Hold
11,069
– – ﹤0.01% 398
2024
Q2 		$226K Hold
11,069
– – ﹤0.01% 398
2024
Q1 		$235K Hold
11,069
– – 0.01% 387
2023
Q4 		$233K Hold
11,069
– – 0.01% 367
2023
Q3 		$202K Buy
+11,069
New +$207K 0.01% 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
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

Crestwood Advisors Group's BSVO Position: Q2 2026 in Review

Crestwood Advisors Group held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 11,069 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Crestwood Advisors Group first reported a position in BSVO in Q3 2023 and has held it in 12 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Crestwood Advisors Group held 11,069 shares of EA Bridgeway Omni Small-Cap Value ETF worth $323K as of Q2 2026.
  • Crestwood Advisors Group left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #656 holding.
  • Crestwood Advisors Group first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.