GSEP
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Golden State Equity Partners’s BlackRock Total Return ETF BRTR Stock Holding History

Golden State Equity Partners’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 		$6.89K Hold
137
– – 0.02% 235
2026
Q1 		$6.88K Buy
+137
New +$6.97K ﹤0.01% 1400

Other funds holding BRTR

DWM
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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

Golden State Equity Partners's BRTR Position: Q2 2026 in Review

Golden State Equity Partners held its BlackRock Total Return ETF (BRTR) position steady in Q2 2026 at 137 shares worth $6.89K. The position accounts for 0.02% of the portfolio, ranked #235.

Golden State Equity Partners first reported a position in BRTR in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

  • Golden State Equity Partners held 137 shares of BlackRock Total Return ETF worth $6.89K as of Q2 2026.
  • Golden State Equity Partners left its BlackRock Total Return ETF share count unchanged in Q2 2026.
  • BlackRock Total Return ETF made up 0.02% of Golden State Equity Partners's portfolio in Q2 2026, its #235 holding.
  • Golden State Equity Partners first reported a position in BlackRock Total Return ETF in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.