Creative Planning
BRIF icon

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
Q3 		– Sell
-9,086
Closed -$338K – 4599
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 $67.3B AUM 21.9% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
BAM Wealth Management
BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return
TrustWell Financial Advisors
TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning's BRIF Position: Q3 2026 in Review

Creative Planning sold out of FIS Bright Portfolios Focused Equity ETF (BRIF) in Q3 2026, closing a stake of 9,086 shares — an estimated $338K sold.

Creative Planning first reported a position in BRIF in Q3 2025 and held it in 3 quarters. The position peaked at $557K in Q3 2025. 8 funds tracked by Wall St. Rank hold BRIF as of Q3 2026.

  • Creative Planning reported no remaining FIS Bright Portfolios Focused Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Creative Planning sold 9,086 FIS Bright Portfolios Focused Equity ETF shares in Q3 2026, an estimated $338K.
  • Creative Planning first reported a position in FIS Bright Portfolios Focused Equity ETF in Q3 2025 and held it in 3 quarters.
  • Creative Planning's FIS Bright Portfolios Focused Equity ETF position peaked at $557K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held FIS Bright Portfolios Focused Equity ETF as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.