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 Q2	–	Sell	-12	Closed	-$360	–	964
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 $2.1B AUM 23.1% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

TFA

TrustWell Financial Advisors Jacksonville, Florida $118M AUM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GeoWealth Management's BRIF Position: Q2 2026 in Review

GeoWealth Management sold out of FIS Bright Portfolios Focused Equity ETF (BRIF) in Q2 2026, closing a stake of 12 shares — an estimated $360 sold.

GeoWealth Management first reported a position in BRIF in Q2 2025 and held it in 4 quarters. The position peaked at $360 in Q1 2026. 11 funds tracked by Wall St. Rank hold BRIF as of Q2 2026.

GeoWealth Management reported no remaining FIS Bright Portfolios Focused Equity ETF position as of Q2 2026 after selling out during the quarter.
GeoWealth Management sold 12 FIS Bright Portfolios Focused Equity ETF shares in Q2 2026, an estimated $360.
GeoWealth Management first reported a position in FIS Bright Portfolios Focused Equity ETF in Q2 2025 and held it in 4 quarters.
GeoWealth Management's FIS Bright Portfolios Focused Equity ETF position peaked at $360 in Q1 2026.
11 funds tracked by Wall St. Rank held FIS Bright Portfolios Focused Equity ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.