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 Q1	$1.53M	Buy	+30,419	New	+$1.55M	0.02%	648

Other funds holding BRTR

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Summit Financial's BRTR Position: Q1 2026 in Review

Summit Financial opened a new position in BlackRock Total Return ETF (BRTR) in Q1 2026: 30,419 shares worth $1.53M. The stake represents 0.02% of the portfolio and ranks #648 among its holdings.

66 funds tracked by Wall St. Rank hold BRTR as of Q1 2026.

Summit Financial held 30,419 shares of BlackRock Total Return ETF worth $1.53M as of Q1 2026.
BlackRock Total Return ETF was a new Summit Financial position in Q1 2026.
BlackRock Total Return ETF made up 0.02% of Summit Financial's portfolio in Q1 2026, its #648 holding.
66 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.