Jones Financial Companies
BRIF

Jones Financial Companies’s FIS Bright Portfolios Focused Equity ETF BRIF Stock Holding History

Jones Financial Companies’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 		$403K Buy
11,145
+3,717
+50% +$127K ﹤0.01% 2302
2026
Q1 		$219K Buy
7,428
+6,323
+572% +$193K ﹤0.01% 2372
2025
Q4 		$33.2K Buy
+1,105
New +$33.4K ﹤0.01% 2716

Other funds holding BRIF

Wealth Enhancement Advisory Services
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
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Commonwealth Equity Services
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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies's BRIF Position: Q2 2026 in Review

Jones Financial Companies increased its FIS Bright Portfolios Focused Equity ETF (BRIF) stake by 50% in Q2 2026, buying an estimated $127K and bringing the position to 11,145 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

Jones Financial Companies first reported a position in BRIF in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold BRIF as of Q2 2026.

  • Jones Financial Companies held 11,145 shares of FIS Bright Portfolios Focused Equity ETF worth $403K as of Q2 2026.
  • Jones Financial Companies bought 3,717 FIS Bright Portfolios Focused Equity ETF shares in Q2 2026, an estimated $127K.
  • FIS Bright Portfolios Focused Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2302 holding.
  • Jones Financial Companies first reported a position in FIS Bright Portfolios Focused Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held FIS Bright Portfolios Focused Equity ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.