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

Parisi Gray 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	$285K	Buy	5,671 +56	+1%	+$2.81K	0.06%	121
2026 Q1	$282K	Buy	5,615 +90	+2%	+$4.58K	0.07%	115
2025 Q4	$281K	Buy	5,525 +265	+5%	+$13.5K	0.06%	109
2025 Q3	$268K	Buy	5,260 +174	+3%	+$8.79K	0.07%	108
2025 Q2	$257K	Buy	5,086 +562	+12%	+$27.9K	0.07%	107
2025 Q1	$228K	Sell	4,524 -288	-6%	-$14.3K	0.07%	103
2024 Q4	$237K	Buy	+4,812	New	+$243K	0.08%	95

Other funds holding BRTR

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

CWA

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

WIA

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

FFWA

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

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

SLP

Storen Legacy Partners Zionsville, Indiana $367M AUM

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

RCSL

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

SPAS

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Parisi Gray Wealth Management's BRTR Position: Q2 2026 in Review

Parisi Gray Wealth Management increased its BlackRock Total Return ETF (BRTR) stake by 1% in Q2 2026, buying an estimated $2.81K and bringing the position to 5,671 shares worth $285K. The position accounts for 0.06% of the portfolio, ranked #121.

Parisi Gray Wealth Management first reported a position in BRTR in Q4 2024 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

Parisi Gray Wealth Management held 5,671 shares of BlackRock Total Return ETF worth $285K as of Q2 2026.
Parisi Gray Wealth Management bought 56 BlackRock Total Return ETF shares in Q2 2026, an estimated $2.81K.
BlackRock Total Return ETF made up 0.06% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #121 holding.
Parisi Gray Wealth Management first reported a position in BlackRock Total Return ETF in Q4 2024 and has held it in 7 quarters since.
24 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.