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

Jackson Thornton 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
Q1 		$3.97M Sell
150,748
-1,072
-0.7% -$27.1K 0.36% 30
2025
Q4 		$3.65M Hold
151,820
– – 0.35% 27
2025
Q3 		$3.43M Sell
151,820
-3,329
-2% -$73K 0.35% 27
2025
Q2 		$3.32M Sell
155,149
-1,541
-1% -$29.4K 0.38% 26
2025
Q1 		$2.78M Buy
156,690
+186
+0.1% +$3.9K 0.37% 26
2024
Q4 		$3.39M Sell
156,504
-836
-0.5% -$18.8K 0.43% 21
2024
Q3 		$3.48M Sell
157,340
-22,367
-12% -$481K 0.46% 21
2024
Q2 		$3.66M Sell
179,707
-1,741
-1% -$35.6K 0.56% 18
2024
Q1 		$3.86M Buy
181,448
+1,810
+1% +$36.9K 0.65% 15
2023
Q4 		$3.78M Buy
179,638
+165
+0.1% +$3.1K 0.69% 15
2023
Q3 		$3.28M Sell
179,473
-1,943
-1% -$36.3K 0.68% 13
2023
Q2 		$3.23M Hold
181,416
– – 0.65% 14
2023
Q1 		$3.18M Buy
+181,416
New +$3.13M 0.72% 12

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 $211M AUM 35.68% 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

Jackson Thornton Wealth Management's BSVO Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 0.71% in Q1 2026, selling an estimated $27.1K and leaving 150,748 shares worth $3.97M. The position accounts for 0.36% of the portfolio, ranked #30.

Jackson Thornton Wealth Management first reported a position in BSVO in Q1 2023 and has held it in 13 quarters since. 121 funds tracked by Wall St. Rank hold BSVO as of Q1 2026.

  • Jackson Thornton Wealth Management held 150,748 shares of EA Bridgeway Omni Small-Cap Value ETF worth $3.97M as of Q1 2026.
  • Jackson Thornton Wealth Management sold 1,072 EA Bridgeway Omni Small-Cap Value ETF shares in Q1 2026, an estimated $27.1K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.36% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #30 holding.
  • Jackson Thornton Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • 121 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.