Commonwealth Equity Services’s BlackRock Total Return ETF BRTR Stock Holding History

Commonwealth Equity 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
2026 Q3	$5.87M	Buy	+122,736	New	+$6.05M	0.01%	1264

Other funds holding BRTR

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $290M AUM 16.64% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Forthright Family Wealth Advisory Houston, Texas $176M AUM 13.05% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $321M AUM 13.56% 1-Year Est. Return

Commonwealth Equity Services's BRTR Position: Q3 2026 in Review

Commonwealth Equity Services opened a new position in BlackRock Total Return ETF (BRTR) in Q3 2026: 122,736 shares worth $5.87M. The stake represents 0.01% of the portfolio and ranks #1264 among its holdings.

49 funds tracked by Wall St. Rank hold BRTR as of Q3 2026.

Commonwealth Equity Services held 122,736 shares of BlackRock Total Return ETF worth $5.87M as of Q3 2026.
BlackRock Total Return ETF was a new Commonwealth Equity Services position in Q3 2026.
BlackRock Total Return ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #1264 holding.
49 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.