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

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return

HBE Wealth Management Lincoln, Nebraska $139M AUM

Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return