Delap Wealth Advisory
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Delap Wealth Advisory’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Delap Wealth Advisory’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
Q3 		$6.44M Sell
230,305
-42,871
-16% -$1.26M 2.22% 14
2026
Q2 		$7.97M Buy
273,176
+4,918
+2% +$136K 2.69% 10
2026
Q1 		$6.81M Buy
268,258
+12,196
+5% +$308K 2.56% 14
2025
Q4 		$5.97M Buy
256,062
+11,649
+5% +$267K 2.3% 14
2025
Q3 		$5.55M Buy
244,413
+30,322
+14% +$665K 2.33% 13
2025
Q2 		$4.36M Buy
214,091
+82,863
+63% +$1.58M 2.09% 15
2025
Q1 		$2.55M Buy
131,228
+3,825
+3% +$80.3K 1.42% 19
2024
Q4 		$2.76M Sell
127,403
-1,509
-1% -$33.9K 1.65% 16
2024
Q3 		$2.85M Sell
128,912
-26,640
-17% -$573K 1.8% 15
2024
Q2 		$3.17M Buy
155,552
+83,024
+114% +$1.7M 1.46% 17
2024
Q1 		$1.54M Buy
72,528
+34,910
+93% +$711K 0.62% 30
2023
Q4 		$791K Sell
37,618
-2,436
-6% -$45.8K 0.36% 36
2023
Q3 		$732K Buy
40,054
+11,741
+41% +$219K 0.71% 26
2023
Q2 		$505K Sell
28,313
-8,484
-23% -$145K 0.5% 28
2023
Q1 		$645K Buy
+36,797
New +$636K 0.66% 26

Other funds holding BSVO

Squire Investment Management Company
Squire Investment Management Company Orem, Utah $428M AUM 16.83% 1-Year Est. Return
Kaufman Rossin Wealth
Kaufman Rossin Wealth Miami, Florida $247M AUM 26.13% 1-Year Est. Return
Friday Financial
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
Peirce Capital Management
Peirce Capital Management The Woodlands, Texas $272M AUM 16.4% 1-Year Est. Return
Brady Martz Wealth Solutions
Brady Martz Wealth Solutions Grand Forks, North Dakota $676M AUM 15.8% 1-Year Est. Return
CWMA
Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $216M AUM 24.8% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
HMV Wealth Advisors
HMV Wealth Advisors Shreveport, Louisiana $264M AUM 18.04% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Delap Wealth Advisory's BSVO Position: Q3 2026 in Review

Delap Wealth Advisory reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 16% in Q3 2026, selling an estimated $1.26M and leaving 230,305 shares worth $6.44M. The position accounts for 2.22% of the portfolio, ranked #14.

Delap Wealth Advisory first reported a position in BSVO in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.97M in Q2 2026. 74 funds tracked by Wall St. Rank hold BSVO as of Q3 2026.

  • Delap Wealth Advisory held 230,305 shares of EA Bridgeway Omni Small-Cap Value ETF worth $6.44M as of Q3 2026.
  • Delap Wealth Advisory sold 42,871 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2026, an estimated $1.26M.
  • EA Bridgeway Omni Small-Cap Value ETF made up 2.22% of Delap Wealth Advisory's portfolio in Q3 2026, its #14 holding.
  • Delap Wealth Advisory first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 15 quarters since.
  • Delap Wealth Advisory's EA Bridgeway Omni Small-Cap Value ETF position peaked at $7.97M in Q2 2026.
  • 74 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.