BAM Wealth Management
BRIF icon

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
Q3 		$1.47M Buy
39,618
+17,055
+76% +$635K 0.8% 26
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

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Creative Financial Designs
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Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
TrustWell Financial Advisors
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BAM Wealth Management's BRIF Position: Q3 2026 in Review

BAM Wealth Management increased its FIS Bright Portfolios Focused Equity ETF (BRIF) stake by 76% in Q3 2026, buying an estimated $635K and bringing the position to 39,618 shares worth $1.47M. The position accounts for 0.8% of the portfolio, ranked #26.

BAM Wealth Management first reported a position in BRIF in Q3 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold BRIF as of Q3 2026.

  • BAM Wealth Management held 39,618 shares of FIS Bright Portfolios Focused Equity ETF worth $1.47M as of Q3 2026.
  • BAM Wealth Management bought 17,055 FIS Bright Portfolios Focused Equity ETF shares in Q3 2026, an estimated $635K.
  • FIS Bright Portfolios Focused Equity ETF made up 0.8% of BAM Wealth Management's portfolio in Q3 2026, its #26 holding.
  • BAM Wealth Management first reported a position in FIS Bright Portfolios Focused Equity ETF in Q3 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held FIS Bright Portfolios Focused Equity ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.