UBS Group
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UBS Group’s Burney US Factor Rotation ETF BRNY Stock Holding History

UBS Group’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 		$33.4K Buy
+686
New +$34.4K ﹤0.01% 7618

Other funds holding BRNY

BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
TWP
Triad Wealth Partners Lawrence, Kansas $1.26B AUM 17.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $739M AUM 19.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FP
Fiduciary Planning Englewood, Florida $331M AUM 19.25% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return

UBS Group's BRNY Position: Q1 2026 in Review

UBS Group opened a new position in Burney US Factor Rotation ETF (BRNY) in Q1 2026: 686 shares worth $33.4K. The stake represents ﹤0.01% of the portfolio and ranks #7618 among its holdings.

13 funds tracked by Wall St. Rank hold BRNY as of Q1 2026.

  • UBS Group held 686 shares of Burney US Factor Rotation ETF worth $33.4K as of Q1 2026.
  • Burney US Factor Rotation ETF was a new UBS Group position in Q1 2026.
  • Burney US Factor Rotation ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7618 holding.
  • 13 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.