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Black Diamond Financial’s Bushido Capital US Equity ETF SMRI Stock Holding History

Black Diamond Financial’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 Sell
9,635
-1,458
-13% -$52.6K 0.04% 133
2025
Q4 		$401K Buy
+11,093
New +$392K 0.04% 118

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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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

Black Diamond Financial's SMRI Position: Q1 2026 in Review

Black Diamond Financial reduced its Bushido Capital US Equity ETF (SMRI) stake by 13% in Q1 2026, selling an estimated $52.6K and leaving 9,635 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #133.

Black Diamond Financial first reported a position in SMRI in Q4 2025 and has held it in 2 quarters since. The position peaked at $401K in Q4 2025. 7 funds tracked by Wall St. Rank hold SMRI as of Q1 2026.

  • Black Diamond Financial held 9,635 shares of Bushido Capital US Equity ETF worth $341K as of Q1 2026.
  • Black Diamond Financial sold 1,458 Bushido Capital US Equity ETF shares in Q1 2026, an estimated $52.6K.
  • Bushido Capital US Equity ETF made up 0.04% of Black Diamond Financial's portfolio in Q1 2026, its #133 holding.
  • Black Diamond Financial first reported a position in Bushido Capital US Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Black Diamond Financial's Bushido Capital US Equity ETF position peaked at $401K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Bushido Capital US Equity ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.