SWP
BRTR icon

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

Sagespring 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 		$119M Buy
2,363,407
+402,762
+21% +$20.2M 1.83% 15
2026
Q1 		$98.4M Sell
1,960,645
-391,620
-17% -$19.9M 1.79% 14
2025
Q4 		$119M Buy
+2,352,265
New +$120M 2.17% 13

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

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

Sagespring Wealth Partners increased its BlackRock Total Return ETF (BRTR) stake by 21% in Q2 2026, buying an estimated $20.2M and bringing the position to 2,363,407 shares worth $119M. The position accounts for 1.83% of the portfolio, ranked #15.

Sagespring Wealth Partners first reported a position in BRTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $119M in Q4 2025. 72 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

  • Sagespring Wealth Partners held 2,363,407 shares of BlackRock Total Return ETF worth $119M as of Q2 2026.
  • Sagespring Wealth Partners bought 402,762 BlackRock Total Return ETF shares in Q2 2026, an estimated $20.2M.
  • BlackRock Total Return ETF made up 1.83% of Sagespring Wealth Partners's portfolio in Q2 2026, its #15 holding.
  • Sagespring Wealth Partners first reported a position in BlackRock Total Return ETF in Q4 2025 and has held it in 3 quarters since.
  • Sagespring Wealth Partners's BlackRock Total Return ETF position peaked at $119M in Q4 2025.
  • 72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

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