EA Series Trust - BWM Quality Growth ETF
BWQG
Chicago Board Options Exchange- -
USD
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- -
Capital Structure
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in mil. unless spec.Quarterly Earnings Per Share
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- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 3803 West Chester Pike, Suite 150 Newtown Square PA United States of America 19073
- IPO Date
- Jul 9, 2026
- Similar Companies
- Business
- EA Series Trust – BWM Quality Growth ETF is a United States-domiciled, non-diversified, actively managed exchange-traded fund launched on July 8, 2026. Trading under the ticker BWQG, the Fund seeks long-term capital appreciation by investing principally in a concentrated portfolio of large-capitalization U.S. equity securities, generally companies with market capitalizations above $50 billion, that Burke Wealth Management LLC considers to possess durable competitive advantages, strong balance sheets, robust cash-flow generation, and above-average long-term growth prospects. The Fund employs a bottom-up, research-driven investment process incorporating fundamental and quantitative analysis, company-quality assessments, position-sizing discipline, and valuation considerations; it may invest in common stocks, dividend-paying securities, American depositary receipts, and other equity-related instruments across diversified sectors, and may maintain concentrated positions in its highest-conviction investments. The Fund targets institutional and retail investors seeking actively managed exposure to quality-oriented growth companies, including businesses in technology, communication services, consumer cyclical, industrial, healthcare, financial services, energy, utilities, real estate, materials, and consumer defensive sectors. EA Series Trust serves as the statutory trust, Empowered Funds, LLC, doing business as EA Advisers, acts as investment adviser and ETF issuer, and Burke Wealth Management LLC serves as investment sub-adviser and portfolio manager. BWQG is listed on NYSE Arca and operates primarily in the United States, while retaining the flexibility to hold foreign issuers and ADRs. The Fund’s principal and latest major development is its July 2026 launch by Burke Wealth Management as an actively managed, concentrated quality-growth ETF, expanding the adviser’s investment offerings into the ETF market through its relationship with Empowered Funds and EA Series Trust; as a recently launched fund, it has limited operating history.