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

Vistica 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 		$17.6M Buy
603,279
+26,052
+5% +$718K 15.24% 2
2026
Q1 		$14.6M Sell
577,227
-31,590
-5% -$799K 14.59% 2
2025
Q4 		$14.2M Buy
+608,817
New +$14M 14.12% 2

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

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

Vistica Wealth Advisors increased its EA Bridgeway Omni Small-Cap Value ETF (BSVO) stake by 4.5% in Q2 2026, buying an estimated $718K and bringing the position to 603,279 shares worth $17.6M. The position accounts for 15.24% of the portfolio, ranked #2.

Vistica Wealth Advisors first reported a position in BSVO in Q4 2025 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Vistica Wealth Advisors held 603,279 shares of EA Bridgeway Omni Small-Cap Value ETF worth $17.6M as of Q2 2026.
  • Vistica Wealth Advisors bought 26,052 EA Bridgeway Omni Small-Cap Value ETF shares in Q2 2026, an estimated $718K.
  • EA Bridgeway Omni Small-Cap Value ETF made up 15.24% of Vistica Wealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Vistica Wealth Advisors first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Vistica Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.