Creative Financial Designs’s FIS Bright Portfolios Focused Equity ETF BRIF Stock Holding History

Creative Financial Designs’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	$4.52M	Buy	121,577 +7,009	+6%	+$239K	0.22%	101
2026 Q1	$3.43M	Buy	114,568 +27,275	+31%	+$832K	0.21%	103
2025 Q4	$2.62M	Buy	87,293 +53,632	+159%	+$1.62M	0.17%	121
2025 Q3	$1M	Buy	33,661 +12,160	+57%	+$347K	0.07%	228
2025 Q2	$591K	Buy	+21,501	New	+$544K	0.04%	297

Other funds holding BRIF

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

TFA

TrustWell Financial Advisors Jacksonville, Florida $118M AUM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Financial Designs's BRIF Position: Q2 2026 in Review

Creative Financial Designs increased its FIS Bright Portfolios Focused Equity ETF (BRIF) stake by 6.1% in Q2 2026, buying an estimated $239K and bringing the position to 121,577 shares worth $4.52M. The position accounts for 0.22% of the portfolio, ranked #101.

Creative Financial Designs first reported a position in BRIF in Q2 2025 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold BRIF as of Q2 2026.

Creative Financial Designs held 121,577 shares of FIS Bright Portfolios Focused Equity ETF worth $4.52M as of Q2 2026.
Creative Financial Designs bought 7,009 FIS Bright Portfolios Focused Equity ETF shares in Q2 2026, an estimated $239K.
FIS Bright Portfolios Focused Equity ETF made up 0.22% of Creative Financial Designs's portfolio in Q2 2026, its #101 holding.
Creative Financial Designs first reported a position in FIS Bright Portfolios Focused Equity ETF in Q2 2025 and has held it in 5 quarters since.
11 funds tracked by Wall St. Rank held FIS Bright Portfolios Focused Equity ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.