BWM
BRIF

BAM Wealth Management’s FIS Bright Portfolios Focused Equity ETF BRIF Stock Holding History

BAM Wealth Management’s Portfolio BRIF Stock Details BRIF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$839K Sell
22,563
-101
-0.4% -$3.45K 0.52% 51
2026
Q1 		$679K Buy
22,664
+14,107
+165% +$430K 0.51% 54
2025
Q4 		$257K Buy
8,557
+75
+0.9% +$2.27K 0.19% 128
2025
Q3 		$252K Buy
+8,482
New +$242K 0.2% 124

Other funds holding BRIF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TFA
TrustWell Financial Advisors Jacksonville, Florida $118M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BAM Wealth Management's BRIF Position: Q2 2026 in Review

BAM Wealth Management reduced its FIS Bright Portfolios Focused Equity ETF (BRIF) stake by 0.45% in Q2 2026, selling an estimated $3.45K and leaving 22,563 shares worth $839K. The position accounts for 0.52% of the portfolio, ranked #51.

BAM Wealth Management first reported a position in BRIF in Q3 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold BRIF as of Q2 2026.

  • BAM Wealth Management held 22,563 shares of FIS Bright Portfolios Focused Equity ETF worth $839K as of Q2 2026.
  • BAM Wealth Management sold 101 FIS Bright Portfolios Focused Equity ETF shares in Q2 2026, an estimated $3.45K.
  • FIS Bright Portfolios Focused Equity ETF made up 0.52% of BAM Wealth Management's portfolio in Q2 2026, its #51 holding.
  • BAM Wealth Management first reported a position in FIS Bright Portfolios Focused Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 6 funds tracked by Wall St. Rank held FIS Bright Portfolios Focused Equity ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.