CW
BRIF

CreativeOne Wealth’s FIS Bright Portfolios Focused Equity ETF BRIF Stock Holding History

CreativeOne Wealth’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
-72,518
Closed -$2.18M – 1282
2025
Q4 		$2.18M Sell
72,518
-3,117,934
-98% -$94.4M 0.05% 320
2025
Q3 		$94.9M Sell
3,190,452
-38,238
-1% -$1.09M 2.32% 1
2025
Q2 		$88.8M Buy
3,228,690
+58,115
+2% +$1.47M 2.32% 1
2025
Q1 		$78.5M Buy
3,170,575
+1,688,114
+114% +$43.3M 2.35% 2
2024
Q4 		$37.3M Buy
+1,482,461
New +$37.7M 1.14% 14

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 $1.65B AUM 15.6% 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

CreativeOne Wealth's BRIF Position: Q1 2026 in Review

CreativeOne Wealth sold out of FIS Bright Portfolios Focused Equity ETF (BRIF) in Q1 2026, closing a stake of 72,518 shares — an estimated $2.18M sold.

CreativeOne Wealth first reported a position in BRIF in Q4 2024 and held it in 5 quarters. The position peaked at $94.9M in Q3 2025. 6 funds tracked by Wall St. Rank hold BRIF as of Q1 2026.

  • CreativeOne Wealth reported no remaining FIS Bright Portfolios Focused Equity ETF position as of Q1 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 72,518 FIS Bright Portfolios Focused Equity ETF shares in Q1 2026, an estimated $2.18M.
  • CreativeOne Wealth first reported a position in FIS Bright Portfolios Focused Equity ETF in Q4 2024 and held it in 5 quarters.
  • CreativeOne Wealth's FIS Bright Portfolios Focused Equity ETF position peaked at $94.9M in Q3 2025.
  • 6 funds tracked by Wall St. Rank held FIS Bright Portfolios Focused Equity ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.