GeoWealth Management’s FIS Bright Portfolios Focused Equity ETF BRIF Stock Holding History

GeoWealth Management’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	$360	Hold	12	–	–	﹤0.01%	847
2025 Q4	$360	Hold	12	–	–	﹤0.01%	763
2025 Q3	$357	Hold	12	–	–	﹤0.01%	758
2025 Q2	$330	Buy	+12	New	+$304	﹤0.01%	1185

Other funds holding BRIF

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GeoWealth Management's BRIF Position: Q1 2026 in Review

GeoWealth Management held its FIS Bright Portfolios Focused Equity ETF (BRIF) position steady in Q1 2026 at 12 shares worth $360. The position accounts for ﹤0.01% of the portfolio, ranked #847.

GeoWealth Management first reported a position in BRIF in Q2 2025 and has held it in 4 quarters since. 6 funds tracked by Wall St. Rank hold BRIF as of Q1 2026.

GeoWealth Management held 12 shares of FIS Bright Portfolios Focused Equity ETF worth $360 as of Q1 2026.
GeoWealth Management left its FIS Bright Portfolios Focused Equity ETF share count unchanged in Q1 2026.
FIS Bright Portfolios Focused Equity ETF made up ﹤0.01% of GeoWealth Management's portfolio in Q1 2026, its #847 holding.
GeoWealth Management first reported a position in FIS Bright Portfolios Focused Equity ETF in Q2 2025 and has held it in 4 quarters since.
6 funds tracked by Wall St. Rank held FIS Bright Portfolios Focused Equity ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.