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Intentional Wealth Strategies’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Intentional Wealth Strategies’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 		$377K Buy
12,904
+450
+4% +$12.4K 0.35% 40
2026
Q1 		$316K Buy
+12,454
New +$315K 0.29% 42

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
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
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Intentional Wealth Strategies's BSVO Position: Q2 2026 in Review

Intentional Wealth Strategies increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 3.6% in Q2 2026, buying an estimated $12.4K and bringing the position to 12,904 shares worth $377K. The position accounts for 0.35% of the portfolio, ranked #40.

Intentional Wealth Strategies first reported a position in BSVO in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Intentional Wealth Strategies held 12,904 shares of EA Bridgeway Omni Small-Cap Value ETF worth $377K as of Q2 2026.
  • Intentional Wealth Strategies bought 450 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $12.4K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.35% of Intentional Wealth Strategies's portfolio in Q2 2026, its #40 holding.
  • Intentional Wealth Strategies first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.