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Daviman Financial’s BlackRock Total Return ETF BRTR Stock Holding History

Daviman Financial’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 		$4.93M Buy
+98,031
New +$4.92M 2.72% 10

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
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Daviman Financial's BRTR Position: Q2 2026 in Review

Daviman Financial opened a new position in BlackRock Total Return ETF (BRTR) in Q2 2026: 98,031 shares worth $4.93M. The stake represents 2.72% of the portfolio and ranks #10 among its holdings.

72 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

  • Daviman Financial held 98,031 shares of BlackRock Total Return ETF worth $4.93M as of Q2 2026.
  • BlackRock Total Return ETF was a new Daviman Financial position in Q2 2026.
  • BlackRock Total Return ETF made up 2.72% of Daviman Financial's portfolio in Q2 2026, its #10 holding.
  • 72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on Daviman Financial's 13F filing for Q2 2026, filed 27 Jul 2026.