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

Lauterbach Financial Advisors’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 		$9.59M Sell
328,483
-5,927
-2% -$163K 4.12% 6
2026
Q1 		$8.48M Sell
334,410
-4,127
-1% -$104K 4.14% 6
2025
Q4 		$7.89M Buy
338,537
+2,643
+0.8% +$60.6K 3.86% 8
2025
Q3 		$7.61M Sell
335,894
-5,060
-1% -$111K 3.83% 7
2025
Q2 		$6.95M Sell
340,954
-6,301
-2% -$120K 3.82% 7
2025
Q1 		$6.75M Buy
347,255
+1,365
+0.4% +$28.6K 4.21% 7
2024
Q4 		$7.49M Sell
345,890
-2,204
-0.6% -$49.6K 4.54% 6
2024
Q3 		$7.69M Sell
348,094
-31,904
-8% -$686K 4.68% 6
2024
Q2 		$8.07M Buy
379,998
+37,170
+11% +$761K 5.31% 6
2024
Q1 		$7.29M Buy
342,828
+10,050
+3% +$205K 4.79% 6
2023
Q4 		$6.99M Buy
332,778
+15,041
+5% +$283K 4.87% 6
2023
Q3 		$5.81M Sell
317,737
-2,281
-0.7% -$42.6K 4.56% 6
2023
Q2 		$5.71M Sell
320,018
-1,976
-0.6% -$33.8K 4.36% 6
2023
Q1 		$5.64M Buy
+321,994
New +$5.56M 4.56% 6

Other funds holding BSVO

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
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
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return
CWMA
Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $216M AUM 32.76% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
HWA
HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return

Lauterbach Financial Advisors's BSVO Position: Q2 2026 in Review

Lauterbach Financial Advisors reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 1.8% in Q2 2026, selling an estimated $163K and leaving 328,483 shares worth $9.59M. The position accounts for 4.12% of the portfolio, ranked #6.

Lauterbach Financial Advisors first reported a position in BSVO in Q1 2023 and has held it in 14 quarters since. 69 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Lauterbach Financial Advisors held 328,483 shares of EA Bridgeway Omni Small-Cap Value ETF worth $9.59M as of Q2 2026.
  • Lauterbach Financial Advisors sold 5,927 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $163K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 4.12% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Lauterbach Financial Advisors first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 69 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.