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Lifeworks Advisors’s BlackRock Total Return ETF BRTR Stock Holding History

Lifeworks Advisors’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 		$423K Buy
8,402
+3,240
+63% +$163K 0.04% 222
2026
Q1 		$259K Buy
+5,162
New +$263K 0.03% 264

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

Lifeworks Advisors's BRTR Position: Q2 2026 in Review

Lifeworks Advisors increased its BlackRock Total Return ETF (BRTR) stake by 63% in Q2 2026, buying an estimated $163K and bringing the position to 8,402 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #222.

Lifeworks Advisors 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.

  • Lifeworks Advisors held 8,402 shares of BlackRock Total Return ETF worth $423K as of Q2 2026.
  • Lifeworks Advisors bought 3,240 BlackRock Total Return ETF shares in Q2 2026, an estimated $163K.
  • BlackRock Total Return ETF made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #222 holding.
  • Lifeworks Advisors 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 Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.