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Nautilus Advisors’s Brandes US Small-Mid Cap Value ETF BSMC Stock Holding History

Nautilus Advisors’s Portfolio BSMC Stock Details BSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.25M Buy
31,760
+4,364
+16% +$165K 0.74% 32
2026
Q1 		$991K Buy
+27,396
New +$1.01M 0.68% 39

Other funds holding BSMC

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Nautilus Advisors's BSMC Position: Q2 2026 in Review

Nautilus Advisors increased its Brandes US Small-Mid Cap Value ETF (BSMC) stake by 16% in Q2 2026, buying an estimated $165K and bringing the position to 31,760 shares worth $1.25M. The position accounts for 0.74% of the portfolio, ranked #32.

Nautilus Advisors first reported a position in BSMC in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold BSMC as of Q2 2026.

  • Nautilus Advisors held 31,760 shares of Brandes US Small-Mid Cap Value ETF worth $1.25M as of Q2 2026.
  • Nautilus Advisors bought 4,364 Brandes US Small-Mid Cap Value ETF shares in Q2 2026, an estimated $165K.
  • Brandes US Small-Mid Cap Value ETF made up 0.74% of Nautilus Advisors's portfolio in Q2 2026, its #32 holding.
  • Nautilus Advisors first reported a position in Brandes US Small-Mid Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Brandes US Small-Mid Cap Value ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.