Discipline Wealth Solutions’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Discipline Wealth Solutions’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	$774K	Sell	27,681 -2,848	-9%	-$83.4K	0.07%	101
2026 Q2	$891K	Sell	30,529 -1,051	-3%	-$29K	0.08%	88
2026 Q1	$801K	Sell	31,580 -677	-2%	-$17.1K	0.08%	84
2025 Q4	$752K	Sell	32,257 -197	-0.6%	-$4.52K	0.14%	83
2025 Q3	$735K	Buy	+32,454	New	+$712K	0.19%	78

Other funds holding BSVO

Squire Investment Management Company Orem, Utah $428M AUM 16.83% 1-Year Est. Return

Kaufman Rossin Wealth Miami, Florida $247M AUM 26.13% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $272M AUM 16.4% 1-Year Est. Return

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 Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

HMV Wealth Advisors Shreveport, Louisiana $264M AUM 18.04% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Discipline Wealth Solutions's BSVO Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 9.3% in Q3 2026, selling an estimated $83.4K and leaving 27,681 shares worth $774K. The position accounts for 0.07% of the portfolio, ranked #101.

Discipline Wealth Solutions first reported a position in BSVO in Q3 2025 and has held it in 5 quarters since. The position peaked at $891K in Q2 2026. 83 funds tracked by Wall St. Rank hold BSVO as of Q3 2026.

Discipline Wealth Solutions held 27,681 shares of EA Bridgeway Omni Small-Cap Value ETF worth $774K as of Q3 2026.
Discipline Wealth Solutions sold 2,848 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2026, an estimated $83.4K.
EA Bridgeway Omni Small-Cap Value ETF made up 0.07% of Discipline Wealth Solutions's portfolio in Q3 2026, its #101 holding.
Discipline Wealth Solutions first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2025 and has held it in 5 quarters since.
Discipline Wealth Solutions's EA Bridgeway Omni Small-Cap Value ETF position peaked at $891K in Q2 2026.
83 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.