PUREfi Wealth
BRTR icon

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
Q3 		$326K Sell
6,818
-432
-6% -$21.3K 0.15% 169
2026
Q2 		$365K Buy
+7,250
New +$364K 0.2% 136

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JP Morgan Chase
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Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $34.5B AUM 23.55% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Alliance
Wealth Alliance Mellville, New York $1.25B AUM 19.21% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

PUREfi Wealth's BRTR Position: Q3 2026 in Review

PUREfi Wealth reduced its BlackRock Total Return ETF (BRTR) stake by 6% in Q3 2026, selling an estimated $21.3K and leaving 6,818 shares worth $326K. The position accounts for 0.15% of the portfolio, ranked #169.

PUREfi Wealth first reported a position in BRTR in Q2 2026 and has held it in 2 quarters since. The position peaked at $365K in Q2 2026. 72 funds tracked by Wall St. Rank hold BRTR as of Q3 2026.

  • PUREfi Wealth held 6,818 shares of BlackRock Total Return ETF worth $326K as of Q3 2026.
  • PUREfi Wealth sold 432 BlackRock Total Return ETF shares in Q3 2026, an estimated $21.3K.
  • BlackRock Total Return ETF made up 0.15% of PUREfi Wealth's portfolio in Q3 2026, its #169 holding.
  • PUREfi Wealth first reported a position in BlackRock Total Return ETF in Q2 2026 and has held it in 2 quarters since.
  • PUREfi Wealth's BlackRock Total Return ETF position peaked at $365K in Q2 2026.
  • 72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.