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

Evanson Financial’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	$7.43M	Buy	+254,549	New	+$7.02M	0.36%	39

Other funds holding BSVO

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Evanson Financial's BSVO Position: Q2 2026 in Review

Evanson Financial opened a new position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2026: 254,549 shares worth $7.43M. The stake represents 0.36% of the portfolio and ranks #39 among its holdings.

141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

Evanson Financial held 254,549 shares of EA Bridgeway Omni Small-Cap Value ETF worth $7.43M as of Q2 2026.
EA Bridgeway Omni Small-Cap Value ETF was a new Evanson Financial position in Q2 2026.
EA Bridgeway Omni Small-Cap Value ETF made up 0.36% of Evanson Financial's portfolio in Q2 2026, its #39 holding.
141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.