UBS Group
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UBS Group’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

UBS Group’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 		– Sell
-400
Closed -$10.1K – 10476
2026
Q1 		$10.1K Sell
400
-213
-35% -$5.39K ﹤0.01% 8381
2025
Q4 		$14.3K Sell
613
-2,729
-82% -$62.6K ﹤0.01% 8017
2025
Q3 		$75.7K Buy
3,342
+860
+35% +$18.9K ﹤0.01% 7292
2025
Q2 		$50.6K Buy
2,482
+1,104
+80% +$21.1K ﹤0.01% 7762
2025
Q1 		$26.8K Hold
1,378
– – ﹤0.01% 8025
2024
Q4 		$29.8K Buy
+1,378
New +$31K ﹤0.01% 7609
2023
Q3 		– Sell
-3,660
Closed -$65.3K – 9489
2023
Q2 		$65.3K Sell
3,660
-1,731
-32% -$29.6K ﹤0.01% 6315
2023
Q1 		$94.5K Buy
+5,391
New +$93.1K ﹤0.01% 5947

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

UBS Group's BSVO Position: Q2 2026 in Review

UBS Group sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q2 2026, closing a stake of 400 shares — an estimated $10.1K sold.

UBS Group first reported a position in BSVO in Q1 2023 and held it in 8 quarters. The position peaked at $94.5K in Q1 2023. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • UBS Group reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 400 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $10.1K.
  • UBS Group first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2023 and held it in 8 quarters.
  • UBS Group's EA Bridgeway Omni Small-Cap Value ETF position peaked at $94.5K in Q1 2023.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.