Moneta Group Investment Advisors’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Moneta Group Investment 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 Q1	$1.91M	Sell	75,325 -770	-1%	-$19.5K	0.01%	273
2025 Q4	$1.77M	Sell	76,095 -5,997	-7%	-$138K	0.01%	277
2025 Q3	$1.86M	Sell	82,092 -932	-1%	-$20.4K	0.01%	269
2025 Q2	$1.69M	Sell	83,024 -23,573	-22%	-$450K	0.02%	245
2025 Q1	$2.07M	Sell	106,597 -1,601	-1%	-$33.6K	0.03%	207
2024 Q4	$2.34M	Hold	108,198	–	–	0.03%	188
2024 Q3	$2.39M	Hold	108,198	–	–	0.03%	182
2024 Q2	$2.2M	Sell	108,198 -2,447	-2%	-$50.1K	0.04%	178
2024 Q1	$2.35M	Hold	110,645	–	–	0.04%	179
2023 Q4	$2.33M	Buy	110,645 +53,578	+94%	+$1.01M	0.05%	159
2023 Q3	$1.04M	Sell	57,067 -2,413	-4%	-$45.1K	0.02%	217
2023 Q2	$1.06M	Buy	59,480 +27,056	+83%	+$463K	0.02%	222
2023 Q1	$568K	Buy	+32,424	New	+$560K	0.01%	295

Other funds holding BSVO

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

PCM

Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return

SIMC

Squire Investment Management Company Orem, Utah $360M AUM 21.71% 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

Claris Advisors St. Louis, Missouri $334M AUM 22.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return

Moneta Group Investment Advisors's BSVO Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 1% in Q1 2026, selling an estimated $19.5K and leaving 75,325 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #273.

Moneta Group Investment Advisors first reported a position in BSVO in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.39M in Q3 2024. 121 funds tracked by Wall St. Rank hold BSVO as of Q1 2026.

Moneta Group Investment Advisors held 75,325 shares of EA Bridgeway Omni Small-Cap Value ETF worth $1.91M as of Q1 2026.
Moneta Group Investment Advisors sold 770 EA Bridgeway Omni Small-Cap Value ETF shares in Q1 2026, an estimated $19.5K.
EA Bridgeway Omni Small-Cap Value ETF made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #273 holding.
Moneta Group Investment Advisors first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
Moneta Group Investment Advisors's EA Bridgeway Omni Small-Cap Value ETF position peaked at $2.39M in Q3 2024.
121 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.