HWM
BSVO icon

HBE Wealth Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

HBE Wealth 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 		$18.1M Buy
620,965
+2,138
+0.3% +$58.9K 13.02% 1
2026
Q1 		$15.7M Buy
618,827
+42,493
+7% +$1.07M 13.68% 1
2025
Q4 		$13.4M Buy
+576,334
New +$13.2M 12.63% 1

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

HBE Wealth Management's BSVO Position: Q2 2026 in Review

HBE Wealth Management increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 0.35% in Q2 2026, buying an estimated $58.9K and bringing the position to 620,965 shares worth $18.1M. The position accounts for 13.02% of the portfolio, ranked #1.

HBE Wealth Management first reported a position in BSVO in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • HBE Wealth Management held 620,965 shares of EA Bridgeway Omni Small-Cap Value ETF worth $18.1M as of Q2 2026.
  • HBE Wealth Management bought 2,138 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $58.9K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 13.02% of HBE Wealth Management's portfolio in Q2 2026, its #1 holding.
  • HBE Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on HBE Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.