Burney Company Celebrates 3-Year Anniversary of BRNY ETF and Announces Launch of Second ETF

RESTON, Va., Nov. 11, 2025 /PRNewswire/ -- The Burney Company marks a significant milestone as its flagship Burney U.S. Factor Rotation ETF (BRNY) completes three years of trading. Since its inception on October 13, 2022, the fund's net asset value has appreciated by 24.8%, compared with the S&P 500's 22.8% return. For more information about BRNY, visit www.burneyetfs.com.

Introducing the Burney US Equity Select ETF (BRES)

Building on the success of BRNY's 2022 launch, Burney is preparing to launch the BRES ETF on February 5th, 2026. The new fund will offer investors core US equity exposure, leveraging the firm's longstanding stock selection expertise.

BRES evaluates stocks across five key factors: Growth, Valuations, Profitability, Quality, and Momentum. The model adapts to market conditions by emphasizing factors that show current effectiveness. The fund also incorporates digital footprint analysis to identify companies with strong revenue potential that the market hasn't fully recognized.

The ETF structure allows for broader diversification, holding 80-100 stocks compared to a typical 40-stock separately managed account. This enables more frequent rebalancing without triggering taxable events for investors.

Limited-Time 351 Exchange Opportunity

BRES will utilize a 351-exchange structure during its launch period, available only through January 8, 2026. This tax-efficient process under the Internal Revenue Code allows investors to transfer appreciated securities into the ETF without triggering immediate capital gains taxes.

Key benefits include:

• Converting highly appreciated securities into a diversified ETF
• Maintaining original cost basis and holding period
• Deferring capital gains taxes until ETF shares are sold
• Accessing professional portfolio management

Most diversified US equity portfolios qualify. Specific requirements include holding at least 25 positions, with no single stock accounting for more than 25% of the portfolio value.

"We've spent 50 years refining our investment process," said Lowell Pratt, President of Burney. "BRNY demonstrated that our approach works in an ETF format. With BRES, we're making our core stock selection model available to more investors while offering a tax-efficient way to transition concentrated positions into a professionally managed portfolio. The 351 exchange worked well for our clients during the BRNY launch, and we're excited to offer this opportunity again."

Investors interested in participating in the 351 exchange must submit their indication of interest by January 8, 2026.

About The Burney Company

Recently featured on CNBC's 2025 FA 100* list as the #4 financial advisory firm nationally and #1 in Virginia, The Burney Company was founded in 1974 and provides investment management and comprehensive financial planning services. Burney Wealth Management, a division of The Burney Company, serves individual clients, families, and business owners. The firm manages investments for institutions and individuals through separately managed accounts and ETFs.

For more information about BRES or the 351-exchange opportunity, visit www.burneyetfs.com or contact:

Burney Wealth Management 
1800 Alexander Bell Drive, Suite 510
Reston, VA 20191
(703) 391-6020
[email protected]

Important Disclosures:

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.

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 9/30/2025, BRNY's 1-year total return was 22.5% (NAV) and 22.5% (Market Price); and return since inception was 25.6% (NAV) and 25.6% (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.

SOURCE Burney Company