Burney Company Launches Second ETF: Burney U.S. Equity Select ETF (BRES)

Rhea-AI Summary

Burney Company (BRES) launched the Burney U.S. Equity Select ETF (BRES) on February 5, 2026, its second ETF offering. BRES applies a systematic stock-selection process refined over 50 years across five factors: Growth, Valuation, Profitability, Quality, and Momentum.

The fund targets 80-100 U.S. stocks for broader exposure, adjusts factor weights to market conditions, uses digital footprint analysis for revenue potential, and emphasizes ETF tax efficiency. The firm's first ETF, BRNY, earned a 5-Star Overall Morningstar Rating in its third year. The launch references a larger 351 tax-free conversion to extend tax-efficient ETF access to clients.

Positive

• Built on 50 years of stock-selection expertise
• BRNY earned a 5-Star Overall Morningstar Rating in its third year
• BRES targets 80–100 stocks for broader portfolio exposure
• Strategy adjusts factor weights to evolving market conditions
• ETF tax efficiency with a reported 351 tax-free conversion

Negative

• BRES is a new fund and has no public performance track record
• The press content does not disclose fees or expense ratio for BRES

Core U.S. equity strategy brings decades of stock selection expertise to broader portfolio format

RESTON, Va., Feb. 5, 2026 /PRNewswire/ -- Burney Company announces the launch of the Burney U.S. Equity Select ETF (BRES), the firm's second exchange-traded fund. BRES provides core U.S. equity exposure through a systematic stock selection process refined over 50 years.

BRNY, the firm's first ETF, earned a 5-Star Overall Morningstar Rating™ in its third year. The rating confirmed that Burney's investment approach works effectively in an ETF structure while delivering the tax efficiency and accessibility investors expect.

Investment Approach

BRES evaluates stocks using five key factors: Growth, Valuation, Profitability, Quality, and Momentum. Rather than maintaining static allocations, the strategy adjusts factor weights based on evolving market conditions. The fund also uses digital footprint analysis to identify companies with strong revenue potential that traditional metrics might overlook.

Holding 80-100 stocks instead of the typical 40 in a separately managed account allows for broader exposure. Frequent rebalancing happens inside the ETF wrapper without triggering taxable events for investors.

"Equity investment management has been our core competency for over 50 years," said Lowell Pratt, President of Burney Company. "Demonstrating this prowess so convincingly with BRNY is an accomplishment our founder Jack Burney would have been proud of. Launching BRES with an even larger 351 tax-free conversion ensures all our clients have access to our best performing equity execution in the tax efficiency of an ETF wrapper."

About BRES

The Burney U.S. Equity Select ETF seeks long-term capital appreciation by investing in U.S. equities. A quantitative model evaluates stocks across multiple factors, adjusting weightings based on current market effectiveness. This systematic approach has been refined through five decades of investment management at Burney Company.

About Burney Company

Burney Company was founded in 1974 and provides investment management and comprehensive financial planning services. The firm was featured on CNBC's 2025 FA 100 list as the #4 financial advisory firm nationally and #1 in Virginia. Burney Wealth Management, a division of Burney Company, serves individual clients, families, and business owners. Investments are managed for institutions and individuals through separately managed accounts and ETFs. The firm's flagship ETF, the Burney U.S. Factor Rotation ETF (BRNY), received a 5-Star Overall Morningstar Rating™ as of September 30, 2025.

For more information about BRES, visit http://www.burneyetfs.com/

Important Disclosures:

© 2025 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Burney U.S. Factor Rotation ETF (BRNY) was rated against the following number of Mid-Cap Blend funds over the following time period: 368 funds in the last three years as of 12/31/25. Past performance is no guarantee of future results.

The Fund's investment objectives, risks, charges, and expenses must be considered carefully before investing. This and other important information is contained in the prospectus, which may be obtained by visiting https://burneyetfs.com/ or by calling +1.215.882.9983. Please read the prospectus carefully before investing.

Investments involve risk. Principal loss is possible.

The Fund is actively managed and is subject to the risk that the strategy may not produce the intended results. The Fund is new and has a limited operating history to evaluate.

Shares of the ETF may be bought or sold throughout the day at their market price on the exchange on which they are listed. The market price of an ETF's shares may be at, above, or below the ETF's net asset value ("NAV") and will fluctuate with changes in the NAV as well as supply and demand in the market for the shares. Shares of the ETF may be redeemed directly with the ETF at NAV only by Authorized Participants in very large creation units. There can be no guarantee that an active trading market for the Fund's shares will develop or be maintained, or that their listing will continue or remain unchanged. Buying or selling the Fund's shares on an exchange may require the payment of brokerage commissions, and frequent trading may incur brokerage costs that detract significantly from investment returns.

Equity Securities Risk – Equity securities, such as common stocks, are subject to market, economic, and business risks that may cause their prices to fluctuate. Growth Investing Risk – The risk of investing in growth stocks that may be more volatile than other stocks because they are more sensitive to investor

perceptions of the issuing company's growth potential. Value Style Risk – Value investing involves the risk that an investment in undervalued securities may not appreciate as anticipated or remain undervalued for long periods. Small- to Mid-Capitalization Risk – Investments in small- to mid-capitalization companies are subject to greater risks than large-company stocks due to limited resources and inventory, as well as greater sensitivity to adverse conditions. New Fund Risk – The Fund is recently organized, giving prospective investors a limited track record on which to base their investment decision. Active Management Risk – The Fund is actively managed and may not meet its investment objective if the Sub-Adviser fails to implement investment strategies for the Fund. High Portfolio Turnover Risk – The Fund's investment strategy is expected to result in a higher portfolio turnover rate, which may increase brokerage commission costs and thus negatively impact the Fund's performance. Non-Diversification Risk. Because the Fund is non-diversified, it may be more sensitive to economic, business, political or other changes affecting individual issuers or investments than a diversified fund, which may result in greater fluctuation in the value of the Shares and greater risk of loss

This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy, or investment product. We make no representation or warranty as to the accuracy or completeness of the information contained herein, including third-party data sources. The views expressed are as of the publication date and subject to change at any time. No part of this material may be reproduced in any form or referred to in any other publication without express written permission. References to other funds should not be interpreted as an offer or recommendation of these securities.

The Fund is distributed by PINE Distributors. The fund's investment advisor is Empowered Funds, LLC, which is doing business as ETF Architect. The Burney Company serves as a sub-adviser to the fund. PINE Distributors, LLC, is not affiliated with ETF Architect or The Burney Company.

BRES is new and has a limited operating history.

As of 12/31/2025, BRNY's 1-year total return was 22.1% (NAV) and 22.0% (Market Price); and return since inception was 25.0% (NAV) and 25.0% (Market Price). The Fund's inception date was 10/13/2022.

The S&P 500 Index is an unmanaged index of large capitalization common stocks. You cannot invest directly in an index.

The performance data quoted represents past performance and is no guarantee of future results. Investment returns and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be higher or lower than the quoted performance data. Market price returns are based upon the closing composite market and do not represent the returns you would receive if you traded shares at other times. Returns are average annualized total returns, except for periods of less than one year, which are cumulative.

351 Exchange Considerations: The 351 exchange is a limited-time opportunity available only during the ETF launch period. Participants must meet specific eligibility requirements and should consult with their tax advisor before participating. This is tax deferral, not elimination—you will pay capital gains when you sell ETF shares.

A 351 exchange, governed by Section 351 of the Internal Revenue Code, allows for the transfer of property to a corporation for its stock without immediate tax liability. This provision is often used when starting a new corporation or adding assets to an existing one. The regulation facilitates a change in the form of an investment, from direct ownership of property to indirect ownership through stock, by deferring any tax event until the shareholder sells the stock.

CNBC's annual FA 100 ranking was published on 10/1/2025 for the year 2025. The Burney Company did not pay CNBC any compensation for being considered for the list; however, The Burney Company does pay a licensing fee to use the CNBC logo in marketing materials. A link to the CNBC selection criteria can be found by going to https://www.cnbc.com/2025/10/01/financial-advisor-100-methodology 2025.html. The CNBC award was given to The Burney Company, which includes portfolio managers associated with Burney Wealth Management and nine other affiliated portfolio managers.

Advisory services are offered through The Burney Company, an investment adviser registered with the U.S. Securities & Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training.

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SOURCE Burney Company

FAQ

What investment strategy does Burney's BRES ETF (BRES) use?

BRES uses a five-factor systematic approach focused on Growth, Valuation, Profitability, Quality, and Momentum. According to Burney Company, it also adjusts factor weights to market conditions and adds digital footprint analysis to identify revenue potential.

How many stocks does the Burney U.S. Equity Select ETF (BRES) hold?

BRES holds approximately 80 to 100 U.S. stocks for broader exposure. According to Burney Company, this contrasts with about 40-stock separately managed accounts, aiming to diversify stock-specific risk.

Does BRES offer tax advantages compared with separate accounts?

Yes. BRES is structured as an ETF to provide tax efficiency and avoid taxable events from internal rebalancing. According to Burney Company, the launch includes a larger 351 tax-free conversion to extend tax-efficient access.

What track record supports Burney Company's ETF approach for BRES?

The firm's first ETF, BRNY, earned a 5-Star Overall Morningstar Rating in its third year, supporting the ETF approach. According to Burney Company, that rating confirms their investment method adapts well to an ETF structure.

What disclosures are missing that investors should check for BRES (BRES)?

The announcement does not include BRES's expense ratio, management fees, or historical returns. According to Burney Company, investors should review the fund prospectus and regulatory filings for complete fee and risk information.