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 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 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

BWM

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

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

Jones Financial Companies's BRIF Position: Q1 2026 in Review

Jones Financial Companies increased its FIS Bright Portfolios Focused Equity ETF (BRIF) stake by 572% in Q1 2026, buying an estimated $193K and bringing the position to 7,428 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

Jones Financial Companies first reported a position in BRIF in Q4 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold BRIF as of Q1 2026.

Jones Financial Companies held 7,428 shares of FIS Bright Portfolios Focused Equity ETF worth $219K as of Q1 2026.
Jones Financial Companies bought 6,323 FIS Bright Portfolios Focused Equity ETF shares in Q1 2026, an estimated $193K.
FIS Bright Portfolios Focused Equity ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2372 holding.
Jones Financial Companies first reported a position in FIS Bright Portfolios Focused Equity ETF in Q4 2025 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held FIS Bright Portfolios Focused Equity ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.