UBS Group’s Bushido Capital US Equity ETF SMRI Stock Holding History

UBS Group’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	–	Sell	-10	Closed	-$361	–	11113
2025 Q4	$361	Buy	+10	New	+$354	﹤0.01%	10005
2025 Q2	–	Sell	-28	Closed	-$865	–	10792
2025 Q1	$865	Sell	28 -23	-45%	-$734	﹤0.01%	9637
2024 Q4	$1.59K	Buy	+51	New	+$1.63K	﹤0.01%	9198

Other funds holding SMRI

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 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 Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

UBS Group's SMRI Position: Q1 2026 in Review

UBS Group sold out of Bushido Capital US Equity ETF (SMRI) in Q1 2026, closing a stake of 10 shares — an estimated $361 sold.

UBS Group first reported a position in SMRI in Q4 2024 and held it in 3 quarters. The position peaked at $1.59K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMRI as of Q1 2026.

UBS Group reported no remaining Bushido Capital US Equity ETF position as of Q1 2026 after selling out during the quarter.
UBS Group sold 10 Bushido Capital US Equity ETF shares in Q1 2026, an estimated $361.
UBS Group first reported a position in Bushido Capital US Equity ETF in Q4 2024 and held it in 3 quarters.
UBS Group's Bushido Capital US Equity ETF position peaked at $1.59K in Q4 2024.
7 funds tracked by Wall St. Rank held Bushido Capital US Equity ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.