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

WorthPointe’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
Q1 		– Sell
-13,516
Closed -$315K – 120
2025
Q4 		$315K Buy
+13,516
New +$310K 0.08% 105

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
PCM
Peirce Capital Management The Woodlands, Texas $273M AUM 25.34% 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
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

WorthPointe's BSVO Position: Q1 2026 in Review

WorthPointe sold out of EA Bridgeway Omni Small-Cap Value ETF (BSVO) in Q1 2026, closing a stake of 13,516 shares — an estimated $315K sold.

WorthPointe first reported a position in BSVO in Q4 2025 and held it in 1 quarter. The position peaked at $315K in Q4 2025. 121 funds tracked by Wall St. Rank hold BSVO as of Q1 2026.

  • WorthPointe reported no remaining EA Bridgeway Omni Small-Cap Value ETF position as of Q1 2026 after selling out during the quarter.
  • WorthPointe sold 13,516 EA Bridgeway Omni Small-Cap Value ETF shares in Q1 2026, an estimated $315K.
  • WorthPointe first reported a position in EA Bridgeway Omni Small-Cap Value ETF in Q4 2025 and held it in 1 quarter.
  • WorthPointe's EA Bridgeway Omni Small-Cap Value ETF position peaked at $315K in Q4 2025.
  • 121 funds tracked by Wall St. Rank held EA Bridgeway Omni Small-Cap Value ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.