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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
Q2 		$3.79M Sell
65,220
-61,427
-49% -$3.38M 0.22% 75
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

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 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
FP
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
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
MFP
Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
IPW
Impact Partnership Wealth Marietta, Georgia $1.03B AUM 16.45% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Triad Wealth Partners's BRNY Position: Q2 2026 in Review

Triad Wealth Partners reduced its Burney US Factor Rotation ETF (BRNY) stake by 49% in Q2 2026, selling an estimated $3.38M and leaving 65,220 shares worth $3.79M. The position accounts for 0.22% of the portfolio, ranked #75.

Triad Wealth Partners first reported a position in BRNY in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.73M in Q4 2025. 16 funds tracked by Wall St. Rank hold BRNY as of Q2 2026.

  • Triad Wealth Partners held 65,220 shares of Burney US Factor Rotation ETF worth $3.79M as of Q2 2026.
  • Triad Wealth Partners sold 61,427 Burney US Factor Rotation ETF shares in Q2 2026, an estimated $3.38M.
  • Burney US Factor Rotation ETF made up 0.22% of Triad Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • Triad Wealth Partners first reported a position in Burney US Factor Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • Triad Wealth Partners's Burney US Factor Rotation ETF position peaked at $8.73M in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.