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Summit Financial’s BlackRock Total Return ETF BRTR Stock Holding History

Summit Financial’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 		$1.55M Buy
30,767
+348
+1% +$17.5K 0.02% 699
2026
Q1 		$1.53M Buy
+30,419
New +$1.55M 0.02% 648

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

Summit Financial's BRTR Position: Q2 2026 in Review

Summit Financial increased its BlackRock Total Return ETF (BRTR) stake by 1.1% in Q2 2026, buying an estimated $17.5K and bringing the position to 30,767 shares worth $1.55M. The position accounts for 0.02% of the portfolio, ranked #699.

Summit Financial first reported a position in BRTR in Q1 2026 and has held it in 2 quarters since. 72 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

  • Summit Financial held 30,767 shares of BlackRock Total Return ETF worth $1.55M as of Q2 2026.
  • Summit Financial bought 348 BlackRock Total Return ETF shares in Q2 2026, an estimated $17.5K.
  • BlackRock Total Return ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #699 holding.
  • Summit Financial first reported a position in BlackRock Total Return ETF in Q1 2026 and has held it in 2 quarters since.
  • 72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.