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

Poinciana Advisors Group’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 		$7.25M Sell
218,043
-27,223
-11% -$751K 5.38% 5
2026
Q1 		$6.22M Sell
245,266
-2,121
-0.9% -$53.6K 4.91% 5
2025
Q4 		$5.76M Sell
247,387
-11,428
-4% -$262K 4.55% 5
2025
Q3 		$5.86M Sell
258,815
-934
-0.4% -$20.5K 4.95% 5
2025
Q2 		$5.29M Buy
259,749
+66,735
+35% +$1.27M 4.77% 5
2025
Q1 		$3.75M Sell
193,014
-1,400
-0.7% -$29.4K 3.89% 6
2024
Q4 		$4.21M Buy
+194,414
New +$4.37M 4.27% 7

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

Poinciana Advisors Group's BSVO Position: Q2 2026 in Review

Poinciana Advisors Group reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 11% in Q2 2026, selling an estimated $751K and leaving 218,043 shares worth $7.25M. The position accounts for 5.38% of the portfolio, ranked #5.

Poinciana Advisors Group first reported a position in BSVO in Q4 2024 and has held it in 7 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Poinciana Advisors Group held 218,043 shares of EA Bridgeway Omni Small-Cap Value ETF worth $7.25M as of Q2 2026.
  • Poinciana Advisors Group sold 27,223 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $751K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 5.38% of Poinciana Advisors Group's portfolio in Q2 2026, its #5 holding.
  • Poinciana Advisors Group first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.