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 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

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Kaufman Rossin Wealth Miami, Florida $174M AUM 31.63% 1-Year Est. Return

Claris Advisors St. Louis, Missouri $334M AUM 22.34% 1-Year Est. Return

Envestnet Asset Management

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AQR Capital Management

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Brady Martz Wealth Solutions Grand Forks, North Dakota $587M AUM 17.88% 1-Year Est. Return