AAS
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Ameritas Advisory Services’s BlackRock Total Return ETF BRTR Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-500
Closed -$25.5K – 1068
2025
Q3 		$25.5K Buy
+500
New +$25.2K ﹤0.01% 1353

Other funds holding BRTR

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return

Ameritas Advisory Services's BRTR Position: Q4 2025 in Review

Ameritas Advisory Services sold out of BlackRock Total Return ETF (BRTR) in Q4 2025, closing a stake of 500 shares — an estimated $25.5K sold.

Ameritas Advisory Services first reported a position in BRTR in Q3 2025 and held it in 1 quarter. The position peaked at $25.5K in Q3 2025. 56 funds tracked by Wall St. Rank hold BRTR as of Q4 2025.

  • Ameritas Advisory Services reported no remaining BlackRock Total Return ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 500 BlackRock Total Return ETF shares in Q4 2025, an estimated $25.5K.
  • Ameritas Advisory Services first reported a position in BlackRock Total Return ETF in Q3 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's BlackRock Total Return ETF position peaked at $25.5K in Q3 2025.
  • 56 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.