CWA
BRTR icon

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

Centerline 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 		$13.5M Buy
267,533
+95,814
+56% +$4.81M 4.22% 8
2026
Q1 		$8.62M Sell
171,719
-109,736
-39% -$5.58M 3.1% 11
2025
Q4 		$14.3M Buy
+281,455
New +$14.4M 5.17% 7

Other funds holding BRTR

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
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
SF
SWP Financial San Diego, California $216M AUM 19.36% 1-Year Est. Return
RCSL
R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

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

Centerline Wealth Advisors increased its BlackRock Total Return ETF (BRTR) stake by 56% in Q2 2026, buying an estimated $4.81M and bringing the position to 267,533 shares worth $13.5M. The position accounts for 4.22% of the portfolio, ranked #8.

Centerline Wealth Advisors first reported a position in BRTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.3M in Q4 2025. 24 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

  • Centerline Wealth Advisors held 267,533 shares of BlackRock Total Return ETF worth $13.5M as of Q2 2026.
  • Centerline Wealth Advisors bought 95,814 BlackRock Total Return ETF shares in Q2 2026, an estimated $4.81M.
  • BlackRock Total Return ETF made up 4.22% of Centerline Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Centerline Wealth Advisors first reported a position in BlackRock Total Return ETF in Q4 2025 and has held it in 3 quarters since.
  • Centerline Wealth Advisors's BlackRock Total Return ETF position peaked at $14.3M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.