Valmark Advisers’s FIS Bright Portfolios Focused Equity ETF BRIF Stock Holding History

Valmark Advisers’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 Q3	$2.26M	Buy	+60,724	New	+$2.26M	0.02%	256

Other funds holding BRIF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

TrustWell Financial Advisors Jacksonville, Florida $118M AUM 13.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Valmark Advisers's BRIF Position: Q3 2026 in Review

Valmark Advisers opened a new position in FIS Bright Portfolios Focused Equity ETF (BRIF) in Q3 2026: 60,724 shares worth $2.26M. The stake represents 0.02% of the portfolio and ranks #256 among its holdings.

8 funds tracked by Wall St. Rank hold BRIF as of Q3 2026.

Valmark Advisers held 60,724 shares of FIS Bright Portfolios Focused Equity ETF worth $2.26M as of Q3 2026.
FIS Bright Portfolios Focused Equity ETF was a new Valmark Advisers position in Q3 2026.
FIS Bright Portfolios Focused Equity ETF made up 0.02% of Valmark Advisers's portfolio in Q3 2026, its #256 holding.
8 funds tracked by Wall St. Rank held FIS Bright Portfolios Focused Equity ETF as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.