CFD
BRIF

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Financial Designs's BRIF Position: Q1 2026 in Review

Creative Financial Designs increased its FIS Bright Portfolios Focused Equity ETF (BRIF) stake by 31% in Q1 2026, buying an estimated $832K and bringing the position to 114,568 shares worth $3.43M. The position accounts for 0.21% of the portfolio, ranked #103.

Creative Financial Designs first reported a position in BRIF in Q2 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold BRIF as of Q1 2026.

  • Creative Financial Designs held 114,568 shares of FIS Bright Portfolios Focused Equity ETF worth $3.43M as of Q1 2026.
  • Creative Financial Designs bought 27,275 FIS Bright Portfolios Focused Equity ETF shares in Q1 2026, an estimated $832K.
  • FIS Bright Portfolios Focused Equity ETF made up 0.21% of Creative Financial Designs's portfolio in Q1 2026, its #103 holding.
  • Creative Financial Designs first reported a position in FIS Bright Portfolios Focused Equity ETF in Q2 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 Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.