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

Creative Planning’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	–	Sell	-6,855	Closed	-$206K	–	4219
2025 Q4	$206K	Sell	6,855 -11,850	-63%	-$359K	﹤0.01%	3528
2025 Q3	$557K	Buy	+18,705	New	+$534K	﹤0.01%	2617

Other funds holding BRIF

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

BWM

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning's BRIF Position: Q1 2026 in Review

Creative Planning sold out of FIS Bright Portfolios Focused Equity ETF (BRIF) in Q1 2026, closing a stake of 6,855 shares — an estimated $206K sold.

Creative Planning first reported a position in BRIF in Q3 2025 and held it in 2 quarters. The position peaked at $557K in Q3 2025. 6 funds tracked by Wall St. Rank hold BRIF as of Q1 2026.

Creative Planning reported no remaining FIS Bright Portfolios Focused Equity ETF position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 6,855 FIS Bright Portfolios Focused Equity ETF shares in Q1 2026, an estimated $206K.
Creative Planning first reported a position in FIS Bright Portfolios Focused Equity ETF in Q3 2025 and held it in 2 quarters.
Creative Planning's FIS Bright Portfolios Focused Equity ETF position peaked at $557K in Q3 2025.
6 funds tracked by Wall St. Rank held FIS Bright Portfolios Focused Equity ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.