Triad Wealth Partners’s Burney US Factor Rotation ETF BRNY Stock Holding History

Triad Wealth Partners’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	$6.17M	Sell	126,647 -46,424	-27%	-$2.33M	0.49%	45
2025 Q4	$8.73M	Buy	+173,071	New	+$8.51M	0.83%	32

Other funds holding BRNY

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

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Canal Capital Management Richmond, Virginia $739M AUM 19.12% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

ZEGA Investments Palm Beach Gardens, Florida $528M AUM 17.33% 1-Year Est. Return

Meridian Financial Partners Warrenton, Virginia $263M AUM 22.02% 1-Year Est. Return