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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
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

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

Kestra Advisory Services's BSVO Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2026: 23,732 shares worth $693K. The stake represents ﹤0.01% of the portfolio and ranks #2078 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in BSVO as recently as Q4 2025.

Kestra Advisory Services first reported a position in BSVO in Q3 2023 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Kestra Advisory Services held 23,732 shares of EA Bridgeway Omni Small-Cap Value ETF worth $693K as of Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF was a new Kestra Advisory Services position in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2078 holding.
  • Kestra Advisory Services first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2023 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.