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 Q1	$6.88K	Buy	+137	New	+$6.97K	﹤0.01%	1400

Other funds holding BRTR

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Golden State Equity Partners's BRTR Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in BlackRock Total Return ETF (BRTR) in Q1 2026: 137 shares worth $6.88K. The stake represents ﹤0.01% of the portfolio and ranks #1400 among its holdings.

66 funds tracked by Wall St. Rank hold BRTR as of Q1 2026.

Golden State Equity Partners held 137 shares of BlackRock Total Return ETF worth $6.88K as of Q1 2026.
BlackRock Total Return ETF was a new Golden State Equity Partners position in Q1 2026.
BlackRock Total Return ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1400 holding.
66 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.