MBE Wealth Management’s BlackRock Total Return ETF BRTR Stock Holding History

MBE Wealth Management’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	$1.94M	Buy	+38,481	New	+$1.93M	0.68%	25

Other funds holding BRTR

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

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return

Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return

Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return

RFG - Bristol Wealth Advisors Taunton, Massachusetts $414M AUM 24.65% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Storen Legacy Partners Zionsville, Indiana $367M AUM

SWP Financial San Diego, California $216M AUM 19.36% 1-Year Est. Return

R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM

MBE Wealth Management's BRTR Position: Q2 2026 in Review

MBE Wealth Management opened a new position in BlackRock Total Return ETF (BRTR) in Q2 2026: 38,481 shares worth $1.94M. The stake represents 0.68% of the portfolio and ranks #25 among its holdings.

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

MBE Wealth Management held 38,481 shares of BlackRock Total Return ETF worth $1.94M as of Q2 2026.
BlackRock Total Return ETF was a new MBE Wealth Management position in Q2 2026.
BlackRock Total Return ETF made up 0.68% of MBE Wealth Management's portfolio in Q2 2026, its #25 holding.
31 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.