Wells Fargo
BRNY icon

Wells Fargo’s Burney US Factor Rotation ETF BRNY Stock Holding History

Wells Fargo’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
2025
Q3 		– Sell
-209
Closed -$9.44K – 7110
2025
Q2 		$9.44K Buy
+209
New +$8.65K ﹤0.01% 5968

Other funds holding BRNY

Burney Company
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 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 $389M AUM 17.8% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return

Wells Fargo's BRNY Position: Q3 2025 in Review

Wells Fargo sold out of Burney US Factor Rotation ETF (BRNY) in Q3 2025, closing a stake of 209 shares — an estimated $9.44K sold.

Wells Fargo first reported a position in BRNY in Q2 2025 and held it in 1 quarter. The position peaked at $9.44K in Q2 2025. 7 funds tracked by Wall St. Rank hold BRNY as of Q3 2025.

  • Wells Fargo reported no remaining Burney US Factor Rotation ETF position as of Q3 2025 after selling out during the quarter.
  • Wells Fargo sold 209 Burney US Factor Rotation ETF shares in Q3 2025, an estimated $9.44K.
  • Wells Fargo first reported a position in Burney US Factor Rotation ETF in Q2 2025 and held it in 1 quarter.
  • Wells Fargo's Burney US Factor Rotation ETF position peaked at $9.44K in Q2 2025.
  • 7 funds tracked by Wall St. Rank held Burney US Factor Rotation ETF as of Q3 2025.

Based on Wells Fargo's 13F filing for Q3 2025, filed 13 Nov 2025.