Fiduciary Planning’s Burney US Factor Rotation ETF BRNY Stock Holding History

Fiduciary Planning’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	$785K	Sell	13,495 -598	-4%	-$32.9K	0.21%	45
2026 Q1	$687K	Sell	14,093 -148	-1%	-$7.42K	0.21%	46
2025 Q4	$718K	Sell	14,241 -1,699	-11%	-$83.6K	0.22%	46
2025 Q3	$772K	Sell	15,940 -2,226	-12%	-$103K	0.24%	45
2025 Q2	$820K	Sell	18,166 -2,589	-12%	-$107K	0.27%	42
2025 Q1	$829K	Sell	20,755 -6,303	-23%	-$265K	0.27%	40
2024 Q4	$1.12M	Sell	27,058 -5,205	-16%	-$217K	0.36%	34
2024 Q3	$1.28M	Sell	32,263 -6,385	-17%	-$241K	0.43%	32
2024 Q2	$1.43M	Sell	38,648 -9,439	-20%	-$341K	0.51%	28
2024 Q1	$1.75M	Buy	48,087 +14,755	+44%	+$502K	0.66%	20
2023 Q4	$1.08M	Buy	+33,332	New	+$986K	0.46%	27

Other funds holding BRNY

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 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

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

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

LFG

Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Fiduciary Planning's BRNY Position: Q2 2026 in Review

Fiduciary Planning reduced its Burney US Factor Rotation ETF (BRNY) stake by 4.2% in Q2 2026, selling an estimated $32.9K and leaving 13,495 shares worth $785K. The position accounts for 0.21% of the portfolio, ranked #45.

Fiduciary Planning first reported a position in BRNY in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q1 2024. 16 funds tracked by Wall St. Rank hold BRNY as of Q2 2026.

Fiduciary Planning held 13,495 shares of Burney US Factor Rotation ETF worth $785K as of Q2 2026.
Fiduciary Planning sold 598 Burney US Factor Rotation ETF shares in Q2 2026, an estimated $32.9K.
Burney US Factor Rotation ETF made up 0.21% of Fiduciary Planning's portfolio in Q2 2026, its #45 holding.
Fiduciary Planning first reported a position in Burney US Factor Rotation ETF in Q4 2023 and has held it in 11 quarters since.
Fiduciary Planning's Burney US Factor Rotation ETF position peaked at $1.75M in Q1 2024.
16 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.