Wealth Enhancement Advisory Services
BSVO icon

Wealth Enhancement Advisory Services’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.53M Hold
52,634
– – ﹤0.01% 1764
2026
Q1 		$1.35M Sell
52,634
-592
-1% -$15K ﹤0.01% 1618
2025
Q4 		$1.28M Buy
53,226
+1,468
+3% +$33.7K ﹤0.01% 1796
2025
Q3 		$1.17M Hold
51,758
– – ﹤0.01% 1758
2025
Q2 		$1.11M Buy
+51,758
New +$989K ﹤0.01% 1686
2024
Q2 		– Sell
-10,463
Closed -$223K – 2630
2024
Q1 		$223K Buy
+10,463
New +$213K ﹤0.01% 2121

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

Wealth Enhancement Advisory Services's BSVO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its EA Bridgeway Omni Small-Cap Value ETF (BSVO) position steady in Q2 2026 at 52,634 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

Wealth Enhancement Advisory Services first reported a position in BSVO in Q1 2024 and has held it in 6 quarters since. 141 funds tracked by Wall St. Rank hold BSVO as of Q2 2026.

  • Wealth Enhancement Advisory Services held 52,634 shares of EA Bridgeway Omni Small-Cap Value ETF worth $1.53M as of Q2 2026.
  • Wealth Enhancement Advisory Services left its EA Bridgeway Omni Small-Cap Value ETF share count unchanged in Q2 2026.
  • EA Bridgeway Omni Small-Cap Value ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1764 holding.
  • Wealth Enhancement Advisory Services first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q1 2024 and has held it in 6 quarters since.
  • 141 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.