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Krilogy Financial’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Krilogy Financial’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 		$1.41M Buy
48,203
+4,880
+11% +$135K 0.04% 304
2026
Q1 		$1.16M Hold
43,323
– – 0.04% 328
2025
Q4 		$1.08M Buy
43,323
+117
+0.3% +$2.68K 0.04% 340
2025
Q3 		$977K Hold
43,206
– – 0.04% 334
2025
Q2 		$881K Hold
43,206
– – 0.05% 189
2025
Q1 		$840K Hold
43,206
– – 0.05% 177
2024
Q4 		$935K Sell
43,206
-562
-1% -$12.6K 0.06% 168
2024
Q3 		$967K Hold
43,768
– – 0.07% 168
2024
Q2 		$892K Buy
43,768
+2,000
+5% +$40.9K 0.07% 173
2024
Q1 		$888K Sell
41,768
-170
-0.4% -$3.46K 0.07% 173
2023
Q4 		$881K Buy
41,938
+248
+0.6% +$4.67K 0.08% 155
2023
Q3 		$762K Hold
41,690
– – 0.07% 161
2023
Q2 		$743K Hold
41,690
– – 0.07% 166
2023
Q1 		$731K Buy
+41,690
New +$720K 0.06% 216

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

Krilogy Financial's BSVO Position: Q2 2026 in Review

Krilogy Financial increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 11% in Q2 2026, buying an estimated $135K and bringing the position to 48,203 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #304.

Krilogy Financial first reported a position in BSVO in Q1 2023 and has held it in 14 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Krilogy Financial held 48,203 shares of EA Bridgeway Omni Small-Cap Value ETF worth $1.41M as of Q2 2026.
  • Krilogy Financial bought 4,880 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $135K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.04% of Krilogy Financial's portfolio in Q2 2026, its #304 holding.
  • Krilogy Financial first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.