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Independent Financial Group’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Independent Financial Group’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 		$340K Sell
11,645
-36,886
-76% -$1.02M 0.01% 1180
2026
Q1 		$1.23M Buy
48,531
+28,229
+139% +$714K 0.03% 546
2025
Q4 		$473K Buy
+20,302
New +$466K 0.01% 929

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

Independent Financial Group's BSVO Position: Q2 2026 in Review

Independent Financial Group reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 76% in Q2 2026, selling an estimated $1.02M and leaving 11,645 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #1180.

Independent Financial Group first reported a position in BSVO in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.23M in Q1 2026. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Independent Financial Group held 11,645 shares of EA Bridgeway Omni Small-Cap Value ETF worth $340K as of Q2 2026.
  • Independent Financial Group sold 36,886 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $1.02M.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1180 holding.
  • Independent Financial Group first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Independent Financial Group's EA Bridgeway Omni Small-Cap Value ETF position peaked at $1.23M in Q1 2026.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.