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E-Wealth Partners’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

E-Wealth Partners’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 		$995K Sell
34,103
-4,928
-13% -$136K 0.72% 22
2026
Q1 		$990K Sell
39,031
-3,376
-8% -$85.4K 0.8% 22
2025
Q4 		$988K Buy
+42,407
New +$973K 0.83% 21

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

E-Wealth Partners's BSVO Position: Q2 2026 in Review

E-Wealth Partners reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 13% in Q2 2026, selling an estimated $136K and leaving 34,103 shares worth $995K. The position accounts for 0.72% of the portfolio, ranked #22.

E-Wealth Partners first reported a position in BSVO in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • E-Wealth Partners held 34,103 shares of EA Bridgeway Omni Small-Cap Value ETF worth $995K as of Q2 2026.
  • E-Wealth Partners sold 4,928 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $136K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.72% of E-Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • E-Wealth Partners first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.