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

Forum Financial 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
Q2 		$18.5M Sell
634,359
-11,500
-2% -$317K 0.24% 23
2026
Q1 		$16.4M Sell
645,859
-10,493
-2% -$265K 0.23% 26
2025
Q4 		$15.3M Sell
656,352
-2,372
-0.4% -$54.4K 0.2% 33
2025
Q3 		$14.9M Sell
658,724
-9,380
-1% -$206K 0.2% 31
2025
Q2 		$13.6M Sell
668,104
-1,943
-0.3% -$37.1K 0.21% 28
2025
Q1 		$13M Buy
670,047
+4,898
+0.7% +$103K 0.22% 29
2024
Q4 		$14.4M Sell
665,149
-62,612
-9% -$1.41M 0.24% 28
2024
Q3 		$16.1M Sell
727,761
-9,733
-1% -$209K 0.27% 27
2024
Q2 		$15M Sell
737,494
-9,081
-1% -$186K 0.27% 26
2024
Q1 		$15.9M Sell
746,575
-11,274
-1% -$230K 0.27% 27
2023
Q4 		$15.9M Sell
757,849
-18,239
-2% -$343K 0.3% 22
2023
Q3 		$14.2M Sell
776,088
-7,924
-1% -$148K 0.31% 21
2023
Q2 		$14M Sell
784,012
-46,423
-6% -$794K 0.31% 21
2023
Q1 		$14.6M Buy
+830,435
New +$14.3M 0.42% 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

Forum Financial Management's BSVO Position: Q2 2026 in Review

Forum Financial Management reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 1.8% in Q2 2026, selling an estimated $317K and leaving 634,359 shares worth $18.5M. The position accounts for 0.24% of the portfolio, ranked #23.

Forum Financial Management first reported a position in BSVO in Q1 2023 and has held it in 14 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Forum Financial Management held 634,359 shares of EA Bridgeway Omni Small-Cap Value ETF worth $18.5M as of Q2 2026.
  • Forum Financial Management sold 11,500 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $317K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.24% of Forum Financial Management's portfolio in Q2 2026, its #23 holding.
  • Forum Financial Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.