Evolution Wealth Management’s Burney US Factor Rotation ETF BRNY Stock Holding History

Evolution Wealth Management’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	$2.21K	Buy	+38	New	+$2.09K	﹤0.01%	815

Other funds holding BRNY

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return

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

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

Evolution Wealth Management's BRNY Position: Q2 2026 in Review

Evolution Wealth Management opened a new position in Burney US Factor Rotation ETF (BRNY) in Q2 2026: 38 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings.

16 funds tracked by Wall St. Rank hold BRNY as of Q2 2026.

Evolution Wealth Management held 38 shares of Burney US Factor Rotation ETF worth $2.21K as of Q2 2026.
Burney US Factor Rotation ETF was a new Evolution Wealth Management position in Q2 2026.
Burney US Factor Rotation ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #815 holding.
16 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.