One Plus One Wealth Management
BSMC icon

One Plus One Wealth Management’s Brandes US Small-Mid Cap Value ETF BSMC Stock Holding History

One Plus One Wealth Management’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
Q3 		$1.26M Buy
33,308
+454
+1% +$18.1K 0.53% 44
2026
Q2 		$1.28M Sell
32,854
-15,964
-33% -$605K 0.55% 43
2026
Q1 		$1.77M Sell
48,818
-11,047
-18% -$407K 0.74% 34
2025
Q4 		$2.08M Buy
+59,865
New +$2.03M 0.96% 33

Other funds holding BSMC

Nautilus Advisors
Nautilus Advisors La Jolla, California $165M AUM 19.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

One Plus One Wealth Management's BSMC Position: Q3 2026 in Review

One Plus One Wealth Management increased its Brandes US Small-Mid Cap Value ETF (BSMC) stake by 1.4% in Q3 2026, buying an estimated $18.1K and bringing the position to 33,308 shares worth $1.26M. The position accounts for 0.53% of the portfolio, ranked #44.

One Plus One Wealth Management first reported a position in BSMC in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.08M in Q4 2025. 6 funds tracked by Wall St. Rank hold BSMC as of Q3 2026.

  • One Plus One Wealth Management held 33,308 shares of Brandes US Small-Mid Cap Value ETF worth $1.26M as of Q3 2026.
  • One Plus One Wealth Management bought 454 Brandes US Small-Mid Cap Value ETF shares in Q3 2026, an estimated $18.1K.
  • Brandes US Small-Mid Cap Value ETF made up 0.53% of One Plus One Wealth Management's portfolio in Q3 2026, its #44 holding.
  • One Plus One Wealth Management first reported a position in Brandes US Small-Mid Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • One Plus One Wealth Management's Brandes US Small-Mid Cap Value ETF position peaked at $2.08M in Q4 2025.
  • 6 funds tracked by Wall St. Rank held Brandes US Small-Mid Cap Value ETF as of Q3 2026.

Based on One Plus One Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.