AWA
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Arkadios Wealth Advisors’s BlackRock Total Return ETF BRTR Stock Holding History

Arkadios Wealth Advisors’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
Q2 		$20.9M Buy
414,827
+137,987
+50% +$6.93M 0.32% 66
2026
Q1 		$13.9M Buy
276,840
+195,923
+242% +$9.96M 0.23% 92
2025
Q4 		$4.11M Buy
+80,917
New +$4.13M 0.08% 260

Other funds holding BRTR

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WC
Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Arkadios Wealth Advisors's BRTR Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its BlackRock Total Return ETF (BRTR) stake by 50% in Q2 2026, buying an estimated $6.93M and bringing the position to 414,827 shares worth $20.9M. The position accounts for 0.32% of the portfolio, ranked #66.

Arkadios Wealth Advisors first reported a position in BRTR in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

  • Arkadios Wealth Advisors held 414,827 shares of BlackRock Total Return ETF worth $20.9M as of Q2 2026.
  • Arkadios Wealth Advisors bought 137,987 BlackRock Total Return ETF shares in Q2 2026, an estimated $6.93M.
  • BlackRock Total Return ETF made up 0.32% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Arkadios Wealth Advisors first reported a position in BlackRock Total Return ETF in Q4 2025 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.