Kestra Advisory Services’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Kestra Advisory Services’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	$925K	Buy	33,086 +9,354	+39%	+$274K	﹤0.01%	2028
2026 Q2	$693K	Buy	+23,732	New	+$654K	﹤0.01%	2078
2026 Q1	–	Sell	-5,928	Closed	-$138K	–	3285
2025 Q4	$138K	Buy	+5,928	New	+$136K	﹤0.01%	3194
2025 Q3	–	Sell	-10,402	Closed	-$212K	–	2910
2025 Q2	$212K	Buy	+10,402	New	+$199K	﹤0.01%	2626
2024 Q3	–	Sell	-16,263	Closed	-$331K	–	2578
2024 Q2	$331K	Buy	16,263 +2,142	+15%	+$43.9K	﹤0.01%	2053
2024 Q1	$300K	Hold	14,121	–	–	﹤0.01%	1992
2023 Q4	$297K	Buy	14,121 +198	+1%	+$3.73K	﹤0.01%	1852
2023 Q3	$254K	Buy	+13,923	New	+$260K	﹤0.01%	1779

Other funds holding BSVO

Squire Investment Management Company Orem, Utah $428M AUM 16.83% 1-Year Est. Return

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

Brady Martz Wealth Solutions Grand Forks, North Dakota $676M AUM 15.8% 1-Year Est. Return

CWMA

Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $216M AUM 24.8% 1-Year Est. Return

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

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

HMV Wealth Advisors Shreveport, Louisiana $264M AUM 18.04% 1-Year Est. Return

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

Kestra Advisory Services's BSVO Position: Q3 2026 in Review

Kestra Advisory Services increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 39% in Q3 2026, buying an estimated $274K and bringing the position to 33,086 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Kestra Advisory Services first reported a position in BSVO in Q3 2023 and has held it in 8 quarters since. 83 funds tracked by Wall St. Rank hold BSVO as of Q3 2026.

Kestra Advisory Services held 33,086 shares of EA Bridgeway Omni Small-Cap Value ETF worth $925K as of Q3 2026.
Kestra Advisory Services bought 9,354 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2026, an estimated $274K.
EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2028 holding.
Kestra Advisory Services first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2023 and has held it in 8 quarters since.
83 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.