TrustWell Financial Advisors’s FIS Bright Portfolios Focused Equity ETF BRIF Stock Holding History

TrustWell Financial Advisors’s Portfolio BRIF Stock Details BRIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$455K	Buy	+12,232	New	+$417K	0.39%	46

Other funds holding BRIF

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFD

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

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

TrustWell Financial Advisors's BRIF Position: Q2 2026 in Review

TrustWell Financial Advisors opened a new position in FIS Bright Portfolios Focused Equity ETF (BRIF) in Q2 2026: 12,232 shares worth $455K. The stake represents 0.39% of the portfolio and ranks #46 among its holdings.

5 funds tracked by Wall St. Rank hold BRIF as of Q2 2026.

TrustWell Financial Advisors held 12,232 shares of FIS Bright Portfolios Focused Equity ETF worth $455K as of Q2 2026.
FIS Bright Portfolios Focused Equity ETF was a new TrustWell Financial Advisors position in Q2 2026.
FIS Bright Portfolios Focused Equity ETF made up 0.39% of TrustWell Financial Advisors's portfolio in Q2 2026, its #46 holding.
5 funds tracked by Wall St. Rank held FIS Bright Portfolios Focused Equity ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.