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Coppell Advisory Solutions’s Burney US Factor Rotation ETF BRNY Stock Holding History

Coppell Advisory Solutions’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
2026
Q2 		$1.2K Buy
1,804,114
+13,962
+0.8% +$769K ﹤0.01% 532
2026
Q1 		$84.3M Buy
1,790,152
+140,675
+9% +$7.05M 49.63% 1
2025
Q4 		$83.8M Buy
1,649,477
+124,444
+8% +$6.12M 8.25% 1
2025
Q3 		$73.6M Buy
1,525,033
+233,104
+18% +$10.8M 7.8% 1
2025
Q2 		$58M Buy
1,291,929
+279,915
+28% +$11.6M 6.88% 1
2025
Q1 		$40.5M Buy
1,012,014
+910,438
+896% +$38.3M 5.62% 2
2024
Q4 		$4.27M Buy
101,576
+88,232
+661% +$3.68M 0.6% 30
2024
Q3 		$526K Buy
+13,344
New +$504K 0.08% 168

Other funds holding BRNY

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

Coppell Advisory Solutions's BRNY Position: Q2 2026 in Review

Coppell Advisory Solutions increased its Burney US Factor Rotation ETF (BRNY) stake by 0.78% in Q2 2026, buying an estimated $769K and bringing the position to 1,804,114 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Coppell Advisory Solutions first reported a position in BRNY in Q3 2024 and has held it in 8 quarters since. The position peaked at $84.3M in Q1 2026. 16 funds tracked by Wall St. Rank hold BRNY as of Q2 2026.

  • Coppell Advisory Solutions held 1,804,114 shares of Burney US Factor Rotation ETF worth $1.2K as of Q2 2026.
  • Coppell Advisory Solutions bought 13,962 Burney US Factor Rotation ETF shares in Q2 2026, an estimated $769K.
  • Burney US Factor Rotation ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #532 holding.
  • Coppell Advisory Solutions first reported a position in Burney US Factor Rotation ETF in Q3 2024 and has held it in 8 quarters since.
  • Coppell Advisory Solutions's Burney US Factor Rotation ETF position peaked at $84.3M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.