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Congress Wealth Management’s Burney US Factor Rotation ETF BRNY Stock Holding History

Congress Wealth Management’s Portfolio BRNY Stock Details BRNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.28M Buy
+161,217
New +$6.68M 0.07% 312

Other funds holding BRNY

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ADIM
Alpha DNA Investment Management Columbia, Maryland $8.98M AUM 26.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Congress Wealth Management's BRNY Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Burney US Factor Rotation ETF (BRNY) in Q2 2025: 161,217 shares worth $7.28M. The stake represents 0.07% of the portfolio and ranks #312 among its holdings.

8 funds tracked by Wall St. Rank hold BRNY as of Q2 2025.

  • Congress Wealth Management held 161,217 shares of Burney US Factor Rotation ETF worth $7.28M as of Q2 2025.
  • Burney US Factor Rotation ETF was a new Congress Wealth Management position in Q2 2025.
  • Burney US Factor Rotation ETF made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #312 holding.
  • 8 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.