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Summit Financial Strategies’s Burney U.S. Equity Select ETF BRES Stock Holding History

Summit Financial Strategies’s Portfolio BRES Stock Details BRES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$316K Buy
+11,980
New +$324K 0.02% 127

Other funds holding BRES

Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Summit Financial Strategies's BRES Position: Q3 2026 in Review

Summit Financial Strategies opened a new position in Burney U.S. Equity Select ETF (BRES) in Q3 2026: 11,980 shares worth $316K. The stake represents 0.02% of the portfolio and ranks #127 among its holdings.

2 funds tracked by Wall St. Rank hold BRES as of Q3 2026.

  • Summit Financial Strategies held 11,980 shares of Burney U.S. Equity Select ETF worth $316K as of Q3 2026.
  • Burney U.S. Equity Select ETF was a new Summit Financial Strategies position in Q3 2026.
  • Burney U.S. Equity Select ETF made up 0.02% of Summit Financial Strategies's portfolio in Q3 2026, its #127 holding.
  • 2 funds tracked by Wall St. Rank held Burney U.S. Equity Select ETF as of Q3 2026.

Based on Summit Financial Strategies's 13F filing for Q3 2026, filed 14 Oct 2026.