KAS
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Kestra Advisory Services’s Burney US Factor Rotation ETF BRNY Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,075
Closed -$54.2K – 3275
2025
Q4 		$54.2K Sell
1,075
-9,689
-90% -$477K ﹤0.01% 3884
2025
Q3 		$521K Buy
10,764
+3
+0% +$139 ﹤0.01% 2039
2025
Q2 		$486K Sell
10,761
-58
-0.5% -$2.4K ﹤0.01% 1978
2025
Q1 		$432K Buy
+10,819
New +$455K ﹤0.01% 1915

Other funds holding BRNY

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return
Osaic Holdings
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Kestra Advisory Services's BRNY Position: Q1 2026 in Review

Kestra Advisory Services sold out of Burney US Factor Rotation ETF (BRNY) in Q1 2026, closing a stake of 1,075 shares — an estimated $54.2K sold.

Kestra Advisory Services first reported a position in BRNY in Q1 2025 and held it in 4 quarters. The position peaked at $521K in Q3 2025. 13 funds tracked by Wall St. Rank hold BRNY as of Q1 2026.

  • Kestra Advisory Services reported no remaining Burney US Factor Rotation ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,075 Burney US Factor Rotation ETF shares in Q1 2026, an estimated $54.2K.
  • Kestra Advisory Services first reported a position in Burney US Factor Rotation ETF in Q1 2025 and held it in 4 quarters.
  • Kestra Advisory Services's Burney US Factor Rotation ETF position peaked at $521K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.