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

IFP 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 Q3	$1.48M	Buy	+53,100	New	+$1.56M	0.03%	610

Other funds holding BSVO

Kaufman Rossin Wealth Miami, Florida $247M AUM 26.13% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $272M AUM 16.4% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

JDH Wealth Management Santa Rosa, California $165M AUM 19.09% 1-Year Est. Return

Lauterbach Financial Advisors El Paso, Texas $235M AUM 18.62% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Cogent Strategic Wealth Chicago, Illinois $105M AUM 20.44% 1-Year Est. Return

Delap Wealth Advisory Lake Oswego, Oregon $291M AUM 14.74% 1-Year Est. Return

IFP Advisors's BSVO Position: Q3 2026 in Review

IFP Advisors opened a new position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q3 2026: 53,100 shares worth $1.48M. The stake represents 0.03% of the portfolio and ranks #610 among its holdings.

42 funds tracked by Wall St. Rank hold BSVO as of Q3 2026.

IFP Advisors held 53,100 shares of EA Bridgeway Omni Small-Cap Value ETF worth $1.48M as of Q3 2026.
EA Bridgeway Omni Small-Cap Value ETF was a new IFP Advisors position in Q3 2026.
EA Bridgeway Omni Small-Cap Value ETF made up 0.03% of IFP Advisors's portfolio in Q3 2026, its #610 holding.
42 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.