Focus Partners Wealth’s EA Bridgeway Ultra-Small Company Market ETF BUSM Stock Holding History

Focus Partners Wealth’s Portfolio BUSM Stock Details BUSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$223K	Buy	+13,835	New	+$232K	﹤0.01%	2525

Other funds holding BUSM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bristlecone Value Partners Los Angeles, California $128M AUM 14.95% 1-Year Est. Return

Wealthspire Advisors (New York) New York $17.6B AUM 14.61% 1-Year Est. Return

Your Advocates Ltd Houston, Texas $352M AUM 13.23% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.55B AUM 30.11% 1-Year Est. Return

Cozad Asset Management Champaign, Illinois $1.49B AUM 35.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Tanglewood Legacy Advisors Houston, Texas $309M AUM 16.05% 1-Year Est. Return

Focus Partners Wealth's BUSM Position: Q3 2026 in Review

Focus Partners Wealth opened a new position in EA Bridgeway Ultra-Small Company Market ETF (BUSM) in Q3 2026: 13,835 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #2525 among its holdings.

18 funds tracked by Wall St. Rank hold BUSM as of Q3 2026.

Focus Partners Wealth held 13,835 shares of EA Bridgeway Ultra-Small Company Market ETF worth $223K as of Q3 2026.
EA Bridgeway Ultra-Small Company Market ETF was a new Focus Partners Wealth position in Q3 2026.
EA Bridgeway Ultra-Small Company Market ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q3 2026, its #2525 holding.
18 funds tracked by Wall St. Rank held EA Bridgeway Ultra-Small Company Market ETF as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.