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LJI Wealth Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

LJI Wealth Management’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 		$336K Sell
11,504
-8,802
-43% -$243K 0.05% 146
2026
Q1 		$515K Sell
20,306
-6,756
-25% -$171K 0.08% 99
2025
Q4 		$631K Buy
27,062
+17,324
+178% +$397K 0.1% 88
2025
Q3 		$221K Sell
9,738
-17,723
-65% -$389K 0.04% 162
2025
Q2 		$560K Sell
27,461
-1,143
-4% -$21.8K 0.1% 86
2025
Q1 		$556K Sell
28,604
-354
-1% -$7.43K 0.11% 78
2024
Q4 		$627K Sell
28,958
-47
-0.2% -$1.06K 0.12% 74
2024
Q3 		$641K Sell
29,005
-392
-1% -$8.43K 0.13% 81
2024
Q2 		$599K Sell
29,397
-696
-2% -$14.2K 0.13% 79
2024
Q1 		$640K Sell
30,093
-2,699
-8% -$55K 0.17% 64
2023
Q4 		$689K Sell
32,792
-180
-0.5% -$3.39K 0.18% 68
2023
Q3 		$603K Sell
32,972
-389,004
-92% -$7.27M 0.17% 68
2023
Q2 		$590K Buy
421,976
+388,891
+1,175% +$6.65M 0.17% 67
2023
Q1 		$580K Buy
+33,085
New +$571K 0.18% 60

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

LJI Wealth Management's BSVO Position: Q2 2026 in Review

LJI Wealth Management reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 43% in Q2 2026, selling an estimated $243K and leaving 11,504 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #146.

LJI Wealth Management first reported a position in BSVO in Q1 2023 and has held it in 14 quarters since. The position peaked at $689K in Q4 2023. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • LJI Wealth Management held 11,504 shares of EA Bridgeway Omni Small-Cap Value ETF worth $336K as of Q2 2026.
  • LJI Wealth Management sold 8,802 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $243K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.05% of LJI Wealth Management's portfolio in Q2 2026, its #146 holding.
  • LJI Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • LJI Wealth Management's EA Bridgeway Omni Small-Cap Value ETF position peaked at $689K in Q4 2023.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.