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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
Q2 		$366K Sell
8,926
-709
-7% -$27.8K 0.03% 136
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 $1.99B AUM 22.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
MCM
Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Black Diamond Financial's SMRI Position: Q2 2026 in Review

Black Diamond Financial reduced its Bushido Capital US Equity ETF (SMRI) stake by 7.4% in Q2 2026, selling an estimated $27.8K and leaving 8,926 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #136.

Black Diamond Financial first reported a position in SMRI in Q4 2025 and has held it in 3 quarters since. The position peaked at $401K in Q4 2025. 8 funds tracked by Wall St. Rank hold SMRI as of Q2 2026.

  • Black Diamond Financial held 8,926 shares of Bushido Capital US Equity ETF worth $366K as of Q2 2026.
  • Black Diamond Financial sold 709 Bushido Capital US Equity ETF shares in Q2 2026, an estimated $27.8K.
  • Bushido Capital US Equity ETF made up 0.03% of Black Diamond Financial's portfolio in Q2 2026, its #136 holding.
  • Black Diamond Financial first reported a position in Bushido Capital US Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Black Diamond Financial's Bushido Capital US Equity ETF position peaked at $401K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Bushido Capital US Equity ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.