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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
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 $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WC
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
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

Vise Technologies's BRTR Position: Q1 2026 in Review

Vise Technologies held its BlackRock Total Return ETF (BRTR) position steady in Q1 2026 at 144,152 shares worth $7.32M. The position accounts for 0.14% of the portfolio, ranked #124.

Vise Technologies first reported a position in BRTR in Q3 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold BRTR as of Q1 2026.

  • Vise Technologies held 144,152 shares of BlackRock Total Return ETF worth $7.32M as of Q1 2026.
  • Vise Technologies left its BlackRock Total Return ETF share count unchanged in Q1 2026.
  • BlackRock Total Return ETF made up 0.14% of Vise Technologies's portfolio in Q1 2026, its #124 holding.
  • Vise Technologies first reported a position in BlackRock Total Return ETF in Q3 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.