UBS Group
BRNY icon

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
Q2 		– Sell
-686
Closed -$33.4K – 10473
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
TWP
Triad Wealth Partners Lawrence, Kansas $1.7B AUM 21.07% 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

UBS Group's BRNY Position: Q2 2026 in Review

UBS Group sold out of Burney US Factor Rotation ETF (BRNY) in Q2 2026, closing a stake of 686 shares — an estimated $33.4K sold.

UBS Group first reported a position in BRNY in Q1 2026 and held it in 1 quarter. The position peaked at $33.4K in Q1 2026. 16 funds tracked by Wall St. Rank hold BRNY as of Q2 2026.

  • UBS Group reported no remaining Burney US Factor Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 686 Burney US Factor Rotation ETF shares in Q2 2026, an estimated $33.4K.
  • UBS Group first reported a position in Burney US Factor Rotation ETF in Q1 2026 and held it in 1 quarter.
  • UBS Group's Burney US Factor Rotation ETF position peaked at $33.4K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.