Regatta Research & Money Management’s Burney US Factor Rotation ETF BRNY Stock Holding History

Regatta Research & Money Management’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	$81K	Buy	+1,391	New	+$76.6K	0.08%	203

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

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

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

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Regatta Research & Money Management's BRNY Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Burney US Factor Rotation ETF (BRNY) in Q2 2026: 1,391 shares worth $81K. The stake represents 0.08% of the portfolio and ranks #203 among its holdings.

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

Regatta Research & Money Management held 1,391 shares of Burney US Factor Rotation ETF worth $81K as of Q2 2026.
Burney US Factor Rotation ETF was a new Regatta Research & Money Management position in Q2 2026.
Burney US Factor Rotation ETF made up 0.08% of Regatta Research & Money Management's portfolio in Q2 2026, its #203 holding.
12 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.