Sax Wealth Advisors’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Sax Wealth Advisors’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	$764K	Buy	30,113 +3,285	+12%	+$90.6K	0.03%	266
2026 Q1	$625K	Hold	26,828	–	–	0.03%	254
2025 Q4	$625K	Buy	26,828 +141	+0.5%	+$3.23K	0.03%	261
2025 Q3	$605K	Hold	26,687	–	–	0.03%	249
2025 Q2	$544K	Hold	26,687	–	–	0.03%	244
2025 Q1	$519K	Hold	26,687	–	–	0.04%	214
2024 Q4	$578K	Sell	26,687 -1,796	-6%	-$40.4K	0.05%	178
2024 Q3	$629K	Hold	28,483	–	–	0.06%	135
2024 Q2	$580K	Hold	28,483	–	–	0.06%	132
2024 Q1	$606K	Hold	28,483	–	–	0.07%	103
2023 Q4	$599K	Sell	28,483 -1,771	-6%	-$33.3K	0.1%	107
2023 Q3	$553K	Hold	30,254	–	–	0.11%	104
2023 Q2	$539K	Hold	30,254	–	–	0.11%	105
2023 Q1	$530K	Buy	+30,254	New	+$523K	0.12%	105

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 22.9% 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 $506M AUM 14.2% 1-Year Est. Return

Sax Wealth Advisors's BSVO Position: Q2 2026 in Review

Sax Wealth Advisors increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 12% in Q2 2026, buying an estimated $90.6K and bringing the position to 30,113 shares worth $764K. The position accounts for 0.03% of the portfolio, ranked #266.

Sax Wealth Advisors first reported a position in BSVO in Q1 2023 and has held it in 14 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

Sax Wealth Advisors held 30,113 shares of EA Bridgeway Omni Small-Cap Value ETF worth $764K as of Q2 2026.
Sax Wealth Advisors bought 3,285 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $90.6K.
EA Bridgeway Omni Small-Cap Value ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #266 holding.
Sax Wealth Advisors first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.