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

RF&L 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 		$1.22M Sell
41,776
-1,730
-4% -$47.7K 0.83% 23
2026
Q1 		$1.1M Buy
43,506
+4,865
+13% +$123K 0.83% 23
2025
Q4 		$900K Buy
38,641
+7,110
+23% +$163K 0.5% 39
2025
Q3 		$714K Buy
31,531
+7,945
+34% +$174K 0.42% 41
2025
Q2 		$481K Buy
+23,586
New +$451K 0.31% 45

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

RF&L Wealth Management's BSVO Position: Q2 2026 in Review

RF&L Wealth Management reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 4% in Q2 2026, selling an estimated $47.7K and leaving 41,776 shares worth $1.22M. The position accounts for 0.83% of the portfolio, ranked #23.

RF&L Wealth Management first reported a position in BSVO in Q2 2025 and has held it in 5 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • RF&L Wealth Management held 41,776 shares of EA Bridgeway Omni Small-Cap Value ETF worth $1.22M as of Q2 2026.
  • RF&L Wealth Management sold 1,730 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $47.7K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.83% of RF&L Wealth Management's portfolio in Q2 2026, its #23 holding.
  • RF&L Wealth Management first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.