AmeriFlex Group
BRTR icon

AmeriFlex Group’s BlackRock Total Return ETF BRTR Stock Holding History

AmeriFlex Group’s Portfolio BRTR Stock Details BRTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$49.5K Sell
48
-974
-95% -$48K 0.02% 542
2026
Q2 		$51.4K Buy
1,022
+11
+1% +$552 0.02% 497
2026
Q1 		$50.8K Buy
1,011
+7
+0.7% +$356 0.03% 417
2025
Q4 		$51K Buy
+1,004
New +$51.3K 0.03% 415

Other funds holding BRTR

Dynasty Wealth Management
Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Alliance
Wealth Alliance Mellville, New York $1.25B AUM 19.21% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

AmeriFlex Group's BRTR Position: Q3 2026 in Review

AmeriFlex Group reduced its BlackRock Total Return ETF (BRTR) stake by 95% in Q3 2026, selling an estimated $48K and leaving 48 shares worth $49.5K. The position accounts for 0.02% of the portfolio, ranked #542.

AmeriFlex Group first reported a position in BRTR in Q4 2025 and has held it in 4 quarters since. The position peaked at $51.4K in Q2 2026. 72 funds tracked by Wall St. Rank hold BRTR as of Q3 2026.

  • AmeriFlex Group held 48 shares of BlackRock Total Return ETF worth $49.5K as of Q3 2026.
  • AmeriFlex Group sold 974 BlackRock Total Return ETF shares in Q3 2026, an estimated $48K.
  • BlackRock Total Return ETF made up 0.02% of AmeriFlex Group's portfolio in Q3 2026, its #542 holding.
  • AmeriFlex Group first reported a position in BlackRock Total Return ETF in Q4 2025 and has held it in 4 quarters since.
  • AmeriFlex Group's BlackRock Total Return ETF position peaked at $51.4K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q3 2026.

Based on AmeriFlex Group's 13F filing for Q3 2026, filed 13 Nov 2026.