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

Larson 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 Q2	$13.2K	Buy	+263	New	+$13.2K	﹤0.01%	2239

Other funds holding BRTR

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

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Larson Financial Group's BRTR Position: Q2 2026 in Review

Larson Financial Group opened a new position in BlackRock Total Return ETF (BRTR) in Q2 2026: 263 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #2239 among its holdings.

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

Larson Financial Group held 263 shares of BlackRock Total Return ETF worth $13.2K as of Q2 2026.
BlackRock Total Return ETF was a new Larson Financial Group position in Q2 2026.
BlackRock Total Return ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2239 holding.
72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.