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Ethos Financial Group’s BlackRock Total Return ETF BRTR Stock Holding History

Ethos Financial Group’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
Q1 		$4.4M Buy
87,712
+42,141
+92% +$2.14M 0.32% 74
2025
Q4 		$2.31M Buy
+45,571
New +$2.33M 0.17% 122

Other funds holding BRTR

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Ethos Financial Group's BRTR Position: Q1 2026 in Review

Ethos Financial Group increased its BlackRock Total Return ETF (BRTR) stake by 92% in Q1 2026, buying an estimated $2.14M and bringing the position to 87,712 shares worth $4.4M. The position accounts for 0.32% of the portfolio, ranked #74.

Ethos Financial Group first reported a position in BRTR in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold BRTR as of Q1 2026.

  • Ethos Financial Group held 87,712 shares of BlackRock Total Return ETF worth $4.4M as of Q1 2026.
  • Ethos Financial Group bought 42,141 BlackRock Total Return ETF shares in Q1 2026, an estimated $2.14M.
  • BlackRock Total Return ETF made up 0.32% of Ethos Financial Group's portfolio in Q1 2026, its #74 holding.
  • Ethos Financial Group first reported a position in BlackRock Total Return ETF in Q4 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.