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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
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

SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 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

One Plus One Wealth Management's BSMC Position: Q2 2026 in Review

One Plus One Wealth Management reduced its Brandes US Small-Mid Cap Value ETF (BSMC) stake by 33% in Q2 2026, selling an estimated $605K and leaving 32,854 shares worth $1.28M. The position accounts for 0.55% of the portfolio, ranked #43.

One Plus One Wealth Management first reported a position in BSMC in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q4 2025. 9 funds tracked by Wall St. Rank hold BSMC as of Q2 2026.

  • One Plus One Wealth Management held 32,854 shares of Brandes US Small-Mid Cap Value ETF worth $1.28M as of Q2 2026.
  • One Plus One Wealth Management sold 15,964 Brandes US Small-Mid Cap Value ETF shares in Q2 2026, an estimated $605K.
  • Brandes US Small-Mid Cap Value ETF made up 0.55% of One Plus One Wealth Management's portfolio in Q2 2026, its #43 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 3 quarters since.
  • One Plus One Wealth Management's Brandes US Small-Mid Cap Value ETF position peaked at $2.08M in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Brandes US Small-Mid Cap Value ETF as of Q2 2026.

Based on One Plus One Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.