Parkwoods Wealth Partners’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Parkwoods Wealth Partners’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	$5M	Sell	171,369 -14,635	-8%	-$403K	0.8%	25
2026 Q1	$4.72M	Sell	186,004 -3,434	-2%	-$86.8K	1.16%	18
2025 Q4	$4.41M	Sell	189,438 -5,015	-3%	-$115K	1.3%	12
2025 Q3	$4.4M	Buy	194,453 +76,293	+65%	+$1.67M	1.5%	12
2025 Q2	$2.41M	Buy	118,160 +1,262	+1%	+$24.1K	1.39%	9
2025 Q1	$2.27M	Buy	+116,898	New	+$2.45M	1.54%	7

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

Parkwoods Wealth Partners's BSVO Position: Q2 2026 in Review

Parkwoods Wealth Partners reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 7.9% in Q2 2026, selling an estimated $403K and leaving 171,369 shares worth $5M. The position accounts for 0.8% of the portfolio, ranked #25.

Parkwoods Wealth Partners first reported a position in BSVO in Q1 2025 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

Parkwoods Wealth Partners held 171,369 shares of EA Bridgeway Omni Small-Cap Value ETF worth $5M as of Q2 2026.
Parkwoods Wealth Partners sold 14,635 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $403K.
EA Bridgeway Omni Small-Cap Value ETF made up 0.8% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #25 holding.
Parkwoods Wealth Partners first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.