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PDS Planning’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

PDS Planning’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 		$212K Buy
+7,265
New +$200K 0.01% 557

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

PDS Planning's BSVO Position: Q2 2026 in Review

PDS Planning opened a new position in EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2026: 7,265 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #557 among its holdings.

141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • PDS Planning held 7,265 shares of EA Bridgeway Omni Small-Cap Value ETF worth $212K as of Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF was a new PDS Planning position in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #557 holding.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.