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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
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

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
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 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 $334M AUM 22.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return

Delap Wealth Advisory's BSVO Position: Q1 2026 in Review

Delap Wealth Advisory increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 4.8% in Q1 2026, buying an estimated $308K and bringing the position to 268,258 shares worth $6.81M. The position accounts for 2.56% of the portfolio, ranked #14.

Delap Wealth Advisory first reported a position in BSVO in Q1 2023 and has held it in 13 quarters since. 121 funds tracked by Wall St. Rank hold BSVO as of Q1 2026.

  • Delap Wealth Advisory held 268,258 shares of EA Bridgeway Omni Small-Cap Value ETF worth $6.81M as of Q1 2026.
  • Delap Wealth Advisory bought 12,196 EA Bridgeway Omni Small-Cap Value ETF shares in Q1 2026, an estimated $308K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 2.56% of Delap Wealth Advisory's portfolio in Q1 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 13 quarters since.
  • 121 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.