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Vise Technologies’s BlackRock Total Return ETF BRTR Stock Holding History

Vise Technologies’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 		– Sell
-144,152
Closed -$7.32M – 1859
2026
Q1 		$7.32M Hold
144,152
– – 0.14% 124
2025
Q4 		$7.32M Buy
144,152
+32,325
+29% +$1.65M 0.14% 124
2025
Q3 		$5.7M Buy
+111,827
New +$5.65M 0.21% 94

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

Vise Technologies's BRTR Position: Q2 2026 in Review

Vise Technologies sold out of BlackRock Total Return ETF (BRTR) in Q2 2026, closing a stake of 144,152 shares — an estimated $7.32M sold.

Vise Technologies first reported a position in BRTR in Q3 2025 and held it in 3 quarters. The position peaked at $7.32M in Q1 2026. 72 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

  • Vise Technologies reported no remaining BlackRock Total Return ETF position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 144,152 BlackRock Total Return ETF shares in Q2 2026, an estimated $7.32M.
  • Vise Technologies first reported a position in BlackRock Total Return ETF in Q3 2025 and held it in 3 quarters.
  • Vise Technologies's BlackRock Total Return ETF position peaked at $7.32M in Q1 2026.
  • 72 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.