Wedmont Private Capital’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History

Wedmont Private Capital’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	$1.75M	Hold	60,468	–	–	0.05%	215
2026 Q1	$1.59M	Sell	60,468 -385	-0.6%	-$9.73K	0.05%	206
2025 Q4	$1.46M	Buy	+60,853	New	+$1.4M	0.05%	212

Other funds holding BSVO

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

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

HMV Wealth Advisors Shreveport, Louisiana $257M AUM 26.62% 1-Year Est. Return

HBE Wealth Management Lincoln, Nebraska $139M AUM

Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return