Evanson Asset Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Evanson Asset Management’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	$5.89M	Hold	232,232	–	–	0.32%	43
2025 Q4	$5.41M	Buy	232,232 +13,664	+6%	+$313K	0.29%	42
2025 Q3	$4.95M	Hold	218,568	–	–	0.28%	42
2025 Q2	$4.45M	Buy	218,568 +32,198	+17%	+$615K	0.28%	43
2025 Q1	$3.62M	Hold	186,370	–	–	0.26%	46
2024 Q4	$4.03M	Hold	186,370	–	–	0.28%	43
2024 Q3	$4.12M	Hold	186,370	–	–	0.29%	44
2024 Q2	$3.8M	Hold	186,370	–	–	0.28%	44
2024 Q1	$3.96M	Hold	186,370	–	–	0.3%	44
2023 Q4	$3.92M	Hold	186,370	–	–	0.32%	41
2023 Q3	$3.41M	Hold	186,370	–	–	0.31%	40
2023 Q2	$3.32M	Hold	186,370	–	–	0.3%	37
2023 Q1	$3.27M	Buy	+186,370	New	+$3.22M	0.32%	37

Other funds holding BSVO

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

Claris Advisors St. Louis, Missouri $383M AUM 27.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Evanson Asset Management's BSVO Position: Q1 2026 in Review

Evanson Asset Management held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q1 2026 at 232,232 shares worth $5.89M. The position accounts for 0.32% of the portfolio, ranked #43.

Evanson Asset Management 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.

Evanson Asset Management held 232,232 shares of EA Bridgeway Omni Small-Cap Value ETF worth $5.89M as of Q1 2026.
Evanson Asset Management left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q1 2026.
EA Bridgeway Omni Small-Cap Value ETF made up 0.32% of Evanson Asset Management's portfolio in Q1 2026, its #43 holding.
Evanson Asset Management 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 Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.