Creative Financial Designs’s Burney US Factor Rotation ETF BRNY Stock Holding History

Creative Financial Designs’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	$53.1K	Buy	+912	New	+$50.2K	﹤0.01%	993

Other funds holding BRNY

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

Regatta Research & Money Management Metairie, Louisiana $106M AUM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

Creative Financial Designs opened a new position in Burney US Factor Rotation ETF (BRNY) in Q2 2026: 912 shares worth $53.1K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings.

12 funds tracked by Wall St. Rank hold BRNY as of Q2 2026.

Creative Financial Designs held 912 shares of Burney US Factor Rotation ETF worth $53.1K as of Q2 2026.
Burney US Factor Rotation ETF was a new Creative Financial Designs position in Q2 2026.
Burney US Factor Rotation ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #993 holding.
12 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2026.

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