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

NewEdge 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	$85.1M	Buy	1,691,938 +1,586,564	+1,506%	+$79.7M	0.25%	73
2026 Q1	$5.29M	Sell	105,374 -39,406	-27%	-$2M	0.02%	668
2025 Q4	$7.35M	Buy	144,780 +31,847	+28%	+$1.63M	0.03%	527
2025 Q3	$5.76M	Buy	+112,933	New	+$5.7M	0.03%	571

Other funds holding BRTR

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

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

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

RWA

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

NewEdge Advisors's BRTR Position: Q2 2026 in Review

NewEdge Advisors increased its BlackRock Total Return ETF (BRTR) stake by 1,506% in Q2 2026, buying an estimated $79.7M and bringing the position to 1,691,938 shares worth $85.1M. The position accounts for 0.25% of the portfolio, ranked #73.

NewEdge Advisors first reported a position in BRTR in Q3 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

NewEdge Advisors held 1,691,938 shares of BlackRock Total Return ETF worth $85.1M as of Q2 2026.
NewEdge Advisors bought 1,586,564 BlackRock Total Return ETF shares in Q2 2026, an estimated $79.7M.
BlackRock Total Return ETF made up 0.25% of NewEdge Advisors's portfolio in Q2 2026, its #73 holding.
NewEdge Advisors first reported a position in BlackRock Total Return ETF in Q3 2025 and has held it in 4 quarters since.
72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.