Creative Planning
BRIF

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
Q2 		$338K Buy
+9,086
New +$310K ﹤0.01% 3483
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
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
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Commonwealth Equity Services
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning's BRIF Position: Q2 2026 in Review

Creative Planning opened a new position in FIS Bright Portfolios Focused Equity ETF (BRIF) in Q2 2026: 9,086 shares worth $338K. The stake represents ﹤0.01% of the portfolio and ranks #3483 among its holdings. This is a return to the name: Creative Planning previously reported a position in BRIF as recently as Q4 2025.

Creative Planning first reported a position in BRIF in Q3 2025 and has held it in 3 quarters since. The position peaked at $557K in Q3 2025. 11 funds tracked by Wall St. Rank hold BRIF as of Q2 2026.

  • Creative Planning held 9,086 shares of FIS Bright Portfolios Focused Equity ETF worth $338K as of Q2 2026.
  • FIS Bright Portfolios Focused Equity ETF was a new Creative Planning position in Q2 2026.
  • FIS Bright Portfolios Focused Equity ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3483 holding.
  • Creative Planning first reported a position in FIS Bright Portfolios Focused Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Creative Planning's FIS Bright Portfolios Focused Equity ETF position peaked at $557K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held FIS Bright Portfolios Focused Equity ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.