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

Prism Planning 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 Q3	$6.17M	Buy	220,628 +17,487	+9%	+$512K	5.86%	6
2026 Q2	$5.93M	Buy	203,141 +3,443	+2%	+$94.9K	6.28%	5
2026 Q1	$5.07M	Buy	199,698 +7,716	+4%	+$195K	5.99%	6
2025 Q4	$4.47M	Buy	+191,982	New	+$4.4M	5.02%	6

Other funds holding BSVO

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Squire Investment Management Company Orem, Utah $428M AUM 16.83% 1-Year Est. Return

Kaufman Rossin Wealth Miami, Florida $247M AUM 26.13% 1-Year Est. Return

Claris Advisors St. Louis, Missouri $377M AUM 18.69% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $272M AUM 16.4% 1-Year Est. Return

Brady Martz Wealth Solutions Grand Forks, North Dakota $676M AUM 15.8% 1-Year Est. Return

CWMA

Capstone Wealth Management (Alabama) Tuscaloosa, Alabama $216M AUM 24.8% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Prism Planning Partners's BSVO Position: Q3 2026 in Review

Prism Planning Partners increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 8.6% in Q3 2026, buying an estimated $512K and bringing the position to 220,628 shares worth $6.17M. The position accounts for 5.86% of the portfolio, ranked #6.

Prism Planning Partners first reported a position in BSVO in Q4 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold BSVO as of Q3 2026.

Prism Planning Partners held 220,628 shares of EA Bridgeway Omni Small-Cap Value ETF worth $6.17M as of Q3 2026.
Prism Planning Partners bought 17,487 EA Bridgeway Omni Small-Cap Value ETF shares in Q3 2026, an estimated $512K.
EA Bridgeway Omni Small-Cap Value ETF made up 5.86% of Prism Planning Partners's portfolio in Q3 2026, its #6 holding.
Prism Planning Partners first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
98 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.