PUREfi Wealth’s BlackRock Total Return ETF BRTR Stock Holding History

PUREfi Wealth’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	$365K	Buy	+7,250	New	+$364K	0.2%	136

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

PUREfi Wealth's BRTR Position: Q2 2026 in Review

PUREfi Wealth opened a new position in BlackRock Total Return ETF (BRTR) in Q2 2026: 7,250 shares worth $365K. The stake represents 0.2% of the portfolio and ranks #136 among its holdings.

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

PUREfi Wealth held 7,250 shares of BlackRock Total Return ETF worth $365K as of Q2 2026.
BlackRock Total Return ETF was a new PUREfi Wealth position in Q2 2026.
BlackRock Total Return ETF made up 0.2% of PUREfi Wealth's portfolio in Q2 2026, its #136 holding.
72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.