QWP
BRTR icon

Quotient Wealth Partners’s BlackRock Total Return ETF BRTR Stock Holding History

Quotient Wealth Partners’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 		$402K Buy
7,997
+872
+12% +$43.8K 0.01% 247
2026
Q1 		$358K Sell
7,125
-2,081
-23% -$106K 0.01% 251
2025
Q4 		$467K Buy
+9,206
New +$470K 0.01% 205

Other funds holding BRTR

DWM
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
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
NA
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
WC
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

Quotient Wealth Partners's BRTR Position: Q2 2026 in Review

Quotient Wealth Partners increased its BlackRock Total Return ETF (BRTR) stake by 12% in Q2 2026, buying an estimated $43.8K and bringing the position to 7,997 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #247.

Quotient Wealth Partners first reported a position in BRTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $467K in Q4 2025. 72 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

  • Quotient Wealth Partners held 7,997 shares of BlackRock Total Return ETF worth $402K as of Q2 2026.
  • Quotient Wealth Partners bought 872 BlackRock Total Return ETF shares in Q2 2026, an estimated $43.8K.
  • BlackRock Total Return ETF made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #247 holding.
  • Quotient Wealth Partners first reported a position in BlackRock Total Return ETF in Q4 2025 and has held it in 3 quarters since.
  • Quotient Wealth Partners's BlackRock Total Return ETF position peaked at $467K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.