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

Visionary 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	$675K	Hold	23,118	–	–	0.03%	376
2026 Q1	$587K	Hold	23,118	–	–	0.03%	364
2025 Q4	$539K	Hold	23,118	–	–	0.02%	373
2025 Q3	$524K	Sell	23,118 -1,150	-5%	-$25.2K	0.02%	374
2025 Q2	$495K	Sell	24,268 -502	-2%	-$9.59K	0.03%	359
2025 Q1	$482K	Hold	24,770	–	–	0.03%	355
2024 Q4	$536K	Sell	24,770 -2,031	-8%	-$45.7K	0.03%	342
2024 Q3	$592K	Sell	26,801 -533	-2%	-$11.5K	0.04%	325
2024 Q2	$557K	Hold	27,334	–	–	0.04%	312
2024 Q1	$581K	Sell	27,334 -1,926	-7%	-$39.2K	0.04%	302
2023 Q4	$615K	Sell	29,260 -1,164	-4%	-$21.9K	0.05%	286
2023 Q3	$556K	Hold	30,424	–	–	0.05%	282
2023 Q2	$542K	Hold	30,424	–	–	0.04%	284
2023 Q1	$533K	Buy	+30,424	New	+$526K	0.05%	275

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 22.96% 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 $373M AUM 22.52% 1-Year Est. Return

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

Visionary Wealth Advisors held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 23,118 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #376.

Visionary 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.

Visionary Wealth Advisors held 23,118 shares of EA Bridgeway Omni Small-Cap Value ETF worth $675K as of Q2 2026.
Visionary Wealth Advisors left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q2 2026.
EA Bridgeway Omni Small-Cap Value ETF made up 0.03% of Visionary Wealth Advisors's portfolio in Q2 2026, its #376 holding.
Visionary 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 Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.