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IFG Advisors’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

IFG Advisors’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
Q1 		$2.71M Sell
106,742
-1,555
-1% -$39.3K 0.44% 30
2025
Q4 		$2.52M Sell
108,297
-10,543
-9% -$242K 0.42% 31
2025
Q3 		$2.69M Buy
118,840
+637
+0.5% +$14K 0.44% 28
2025
Q2 		$2.41M Hold
118,203
– – 0.4% 31
2025
Q1 		$2.3M Hold
118,203
– – 0.44% 28
2024
Q4 		$2.56M Buy
118,203
+2,659
+2% +$59.8K 0.51% 27
2024
Q3 		$2.55M Sell
115,544
-1,594
-1% -$34.3K 0.55% 27
2024
Q2 		$2.39M Buy
117,138
+72,077
+160% +$1.48M 0.56% 27
2024
Q1 		$958K Buy
45,061
+2,544
+6% +$51.8K 0.25% 43
2023
Q4 		$893K Buy
42,517
+233
+0.6% +$4.38K 0.26% 40
2023
Q3 		$773K Sell
42,284
-509
-1% -$9.52K 0.27% 42
2023
Q2 		$763K Sell
42,793
-474
-1% -$8.1K 0.27% 42
2023
Q1 		$758K Buy
+43,267
New +$747K 0.3% 39

Other funds holding BSVO

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return
SIMC
Squire Investment Management Company Orem, Utah $360M AUM 21.71% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return
KRW
Kaufman Rossin Wealth Miami, Florida $174M AUM 31.63% 1-Year Est. Return
CA
Claris Advisors St. Louis, Missouri $334M AUM 22.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return