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

NewEdge 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	$514K	Sell	17,601 -1,267	-7%	-$34.9K	﹤0.01%	2127
2026 Q1	$479K	Hold	18,868	–	–	﹤0.01%	2025
2025 Q4	$440K	Hold	18,868	–	–	﹤0.01%	2066
2025 Q3	$427K	Sell	18,868 -1,700	-8%	-$37.3K	﹤0.01%	1933
2025 Q2	$419K	Hold	20,568	–	–	﹤0.01%	1801
2025 Q1	$400K	Buy	20,568 +1,700	+9%	+$35.7K	﹤0.01%	1713
2024 Q4	$408K	Sell	18,868 -3,061	-14%	-$68.8K	﹤0.01%	1676
2024 Q3	$484K	Buy	+21,929	New	+$471K	﹤0.01%	1502

Other funds holding BSVO

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

Claris Advisors St. Louis, Missouri $383M AUM 27.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

NewEdge Advisors's BSVO Position: Q2 2026 in Review

NewEdge Advisors reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 6.7% in Q2 2026, selling an estimated $34.9K and leaving 17,601 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

NewEdge Advisors first reported a position in BSVO in Q3 2024 and has held it in 8 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

NewEdge Advisors held 17,601 shares of EA Bridgeway Omni Small-Cap Value ETF worth $514K as of Q2 2026.
NewEdge Advisors sold 1,267 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $34.9K.
EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2127 holding.
NewEdge Advisors first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.