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Tru Independence Asset Management 2’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Tru Independence Asset Management 2’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 		$415K Sell
14,211
-2,545
-15% -$70.2K 0.22% 68
2026
Q1 		$425K Sell
16,756
-1,111
-6% -$28.1K 0.26% 61
2025
Q4 		$416K Sell
17,867
-1,076
-6% -$24.7K 0.26% 61
2025
Q3 		$429K Buy
18,943
+394
+2% +$8.64K 0.28% 67
2025
Q2 		$378K Hold
18,549
– – 0.26% 66
2025
Q1 		$361K Hold
18,549
– – 0.27% 69
2024
Q4 		$402K Sell
18,549
-95
-0.5% -$2.14K 0.33% 55
2024
Q3 		$412K Buy
+18,644
New +$401K 0.35% 51

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

Tru Independence Asset Management 2's BSVO Position: Q2 2026 in Review

Tru Independence Asset Management 2 reduced its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 15% in Q2 2026, selling an estimated $70.2K and leaving 14,211 shares worth $415K. The position accounts for 0.22% of the portfolio, ranked #68.

Tru Independence Asset Management 2 first reported a position in BSVO in Q3 2024 and has held it in 8 quarters since. The position peaked at $429K in Q3 2025. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Tru Independence Asset Management 2 held 14,211 shares of EA Bridgeway Omni Small-Cap Value ETF worth $415K as of Q2 2026.
  • Tru Independence Asset Management 2 sold 2,545 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $70.2K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 0.22% of Tru Independence Asset Management 2's portfolio in Q2 2026, its #68 holding.
  • Tru Independence Asset Management 2 first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q3 2024 and has held it in 8 quarters since.
  • Tru Independence Asset Management 2's EA Bridgeway Omni Small-Cap Value ETF position peaked at $429K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2026, filed 11 Aug 2026.