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

JDH 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 Q2	$10.2M	Sell	350,048 -25,227	-7%	-$695K	6.22%	5
2026 Q1	$9.52M	Sell	375,275 -6,509	-2%	-$165K	6.42%	5
2025 Q4	$8.9M	Buy	381,784 +4,773	+1%	+$109K	6.1%	5
2025 Q3	$8.54M	Buy	377,011 +22,078	+6%	+$484K	6.06%	5
2025 Q2	$7.23M	Buy	354,933 +56,273	+19%	+$1.07M	5.54%	6
2025 Q1	$5.81M	Sell	298,660 -5,422	-2%	-$114K	4.98%	6
2024 Q4	$6.58M	Buy	+304,082	New	+$6.84M	5.77%	6

Other funds holding BSVO

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

Claris Advisors St. Louis, Missouri $383M AUM 27.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

JDH Wealth Management's BSVO Position: Q2 2026 in Review

JDH Wealth Management reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 6.7% in Q2 2026, selling an estimated $695K and leaving 350,048 shares worth $10.2M. The position accounts for 6.22% of the portfolio, ranked #5.

JDH Wealth Management first reported a position in BSVO in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

JDH Wealth Management held 350,048 shares of EA Bridgeway Omni Small-Cap Value ETF worth $10.2M as of Q2 2026.
JDH Wealth Management sold 25,227 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $695K.
EA Bridgeway Omni Small-Cap Value ETF made up 6.22% of JDH Wealth Management's portfolio in Q2 2026, its #5 holding.
JDH Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.