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

Focus Partners Wealth’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 		$1.08B Sell
36,844,044
-413,813
-1% -$11.4M 1.1% 14
2026
Q1 		$945M Buy
37,257,857
+886,680
+2% +$22.4M 1.05% 15
2025
Q4 		$847M Buy
36,371,177
+1,916,671
+6% +$44M 0.97% 19
2025
Q3 		$780M Buy
34,454,506
+3,193,481
+10% +$70.1M 1.26% 10
2025
Q2 		$637M Buy
31,261,025
+443,552
+1% +$8.47M 1.38% 12
2025
Q1 		$599M Sell
30,817,473
-467,383
-1% -$9.81M 1.5% 8
2024
Q4 		$677M Buy
31,284,856
+1,178,624
+4% +$26.5M 1.76% 7
2024
Q3 		$665M Buy
+30,106,232
New +$647M 2.12% 6

Other funds holding BSVO

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

Focus Partners Wealth's BSVO Position: Q2 2026 in Review

Focus Partners Wealth reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 1.1% in Q2 2026, selling an estimated $11.4M and leaving 36,844,044 shares worth $1.08B. The position accounts for 1.1% of the portfolio, ranked #14.

Focus Partners Wealth first reported a position in BSVO in Q3 2024 and has held it in 8 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Focus Partners Wealth held 36,844,044 shares of EA Bridgeway Omni Small-Cap Value ETF worth $1.08B as of Q2 2026.
  • Focus Partners Wealth sold 413,813 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $11.4M.
  • EA Bridgeway Omni Small-Cap Value ETF made up 1.1% of Focus Partners Wealth's portfolio in Q2 2026, its #14 holding.
  • Focus Partners Wealth first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.