Larson Financial Group’s Burney US Factor Rotation ETF BRNY Stock Holding History

Larson Financial Group’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 Q2	$93.1K	Buy	+1,600	New	+$88.1K	﹤0.01%	1225

Other funds holding BRNY

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $382M AUM 26.37% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return

Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return

Larson Financial Group's BRNY Position: Q2 2026 in Review

Larson Financial Group opened a new position in Burney US Factor Rotation ETF (BRNY) in Q2 2026: 1,600 shares worth $93.1K. The stake represents ﹤0.01% of the portfolio and ranks #1225 among its holdings.

16 funds tracked by Wall St. Rank hold BRNY as of Q2 2026.

Larson Financial Group held 1,600 shares of Burney US Factor Rotation ETF worth $93.1K as of Q2 2026.
Burney US Factor Rotation ETF was a new Larson Financial Group position in Q2 2026.
Burney US Factor Rotation ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1225 holding.
16 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2026.

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