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

Northwest 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 		$6.39M Sell
218,894
-1,587
-0.7% -$43.8K 0.84% 27
2026
Q1 		$5.59M Buy
220,481
+1,168
+0.5% +$29.5K 0.84% 27
2025
Q4 		$5.11M Buy
219,313
+3,903
+2% +$89.5K 0.8% 29
2025
Q3 		$4.88M Sell
215,410
-3,569
-2% -$78.3K 0.8% 29
2025
Q2 		$4.46M Buy
218,979
+31,711
+17% +$606K 0.81% 31
2025
Q1 		$3.64M Buy
187,268
+31,394
+20% +$659K 0.73% 33
2024
Q4 		$3.37M Buy
155,874
+22,420
+17% +$504K 0.72% 34
2024
Q3 		$2.95M Buy
133,454
+29,487
+28% +$634K 0.69% 37
2024
Q2 		$2.12M Buy
103,967
+57,850
+125% +$1.18M 0.55% 42
2024
Q1 		$981K Buy
46,117
+2,967
+7% +$60.5K 0.27% 70
2023
Q4 		$907K Buy
43,150
+7,393
+21% +$139K 0.27% 69
2023
Q3 		$653K Buy
35,757
+441
+1% +$8.24K 0.24% 76
2023
Q2 		$630K Sell
35,316
-2,004
-5% -$34.3K 0.23% 77
2023
Q1 		$654K Buy
+37,320
New +$645K 0.25% 77

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

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

Northwest Wealth Management reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 0.72% in Q2 2026, selling an estimated $43.8K and leaving 218,894 shares worth $6.39M. The position accounts for 0.84% of the portfolio, ranked #27.

Northwest Wealth Management first reported a position in BSVO in Q1 2023 and has held it in 14 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Northwest Wealth Management held 218,894 shares of EA Bridgeway Omni Small-Cap Value ETF worth $6.39M as of Q2 2026.
  • Northwest Wealth Management sold 1,587 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $43.8K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.84% of Northwest Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Northwest 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.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

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