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 Q3	$1.36M	Sell	47,646 -557	-1%	-$16.3K	0.04%	337
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

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

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

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

JDH Wealth Management Santa Rosa, California $165M AUM 19.09% 1-Year Est. Return

Lauterbach Financial Advisors El Paso, Texas $235M AUM 18.62% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Cogent Strategic Wealth Chicago, Illinois $105M AUM 20.44% 1-Year Est. Return

Delap Wealth Advisory Lake Oswego, Oregon $291M AUM 14.74% 1-Year Est. Return

Krilogy Financial's BSVO Position: Q3 2026 in Review

Krilogy Financial reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 1.2% in Q3 2026, selling an estimated $16.3K and leaving 47,646 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #337.

Krilogy Financial first reported a position in BSVO in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.41M in Q2 2026. 42 funds tracked by Wall St. Rank hold BSVO as of Q3 2026.

Krilogy Financial held 47,646 shares of EA Bridgeway Omni Small-Cap Value ETF worth $1.36M as of Q3 2026.
Krilogy Financial sold 557 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2026, an estimated $16.3K.
EA Bridgeway Omni Small-Cap Value ETF made up 0.04% of Krilogy Financial's portfolio in Q3 2026, its #337 holding.
Krilogy Financial first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 15 quarters since.
Krilogy Financial's EA Bridgeway Omni Small-Cap Value ETF position peaked at $1.41M in Q2 2026.
42 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.