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Beacon Pointe Advisors’s Bushido Capital US Equity ETF SMRI Stock Holding History

Beacon Pointe Advisors’s Portfolio SMRI Stock Details SMRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$341K Buy
+9,624
New +$348K ﹤0.01% 1479

Other funds holding SMRI

SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $445M AUM 26.09% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Beacon Pointe Advisors's SMRI Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Bushido Capital US Equity ETF (SMRI) in Q1 2026: 9,624 shares worth $341K. The stake represents ﹤0.01% of the portfolio and ranks #1479 among its holdings.

7 funds tracked by Wall St. Rank hold SMRI as of Q1 2026.

  • Beacon Pointe Advisors held 9,624 shares of Bushido Capital US Equity ETF worth $341K as of Q1 2026.
  • Bushido Capital US Equity ETF was a new Beacon Pointe Advisors position in Q1 2026.
  • Bushido Capital US Equity ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1479 holding.
  • 7 funds tracked by Wall St. Rank held Bushido Capital US Equity ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.