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Empowered Funds’s Burney US Factor Rotation ETF BRNY Stock Holding History

Empowered Funds’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 		– Sell
-277,681
Closed -$13.5M – 2135
2026
Q1 		$13.5M Buy
+277,681
New +$13.9M 0.09% 256

Other funds holding BRNY

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

Empowered Funds's BRNY Position: Q2 2026 in Review

Empowered Funds sold out of Burney US Factor Rotation ETF (BRNY) in Q2 2026, closing a stake of 277,681 shares — an estimated $13.5M sold.

Empowered Funds first reported a position in BRNY in Q1 2026 and held it in 1 quarter. The position peaked at $13.5M in Q1 2026. 16 funds tracked by Wall St. Rank hold BRNY as of Q2 2026.

  • Empowered Funds reported no remaining Burney US Factor Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • Empowered Funds sold 277,681 Burney US Factor Rotation ETF shares in Q2 2026, an estimated $13.5M.
  • Empowered Funds first reported a position in Burney US Factor Rotation ETF in Q1 2026 and held it in 1 quarter.
  • Empowered Funds's Burney US Factor Rotation ETF position peaked at $13.5M in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.