Wealth Enhancement Advisory Services
BRTR icon

Wealth Enhancement Advisory Services’s BlackRock Total Return ETF BRTR Stock Holding History

Wealth Enhancement Advisory Services’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 		$508K Buy
10,191
+1,387
+16% +$69.6K ﹤0.01% 2666
2026
Q1 		$441K Buy
+8,804
New +$448K ﹤0.01% 2426

Other funds holding BRTR

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
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
FFWA
Forthright Family Wealth Advisory Houston, Texas $177M AUM 20.05% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
SLP
Storen Legacy Partners Zionsville, Indiana $367M AUM
SF
SWP Financial San Diego, California $216M AUM 19.36% 1-Year Est. Return
RCSL
R2 Capital Strategies, LLC Lincoln, Nebraska $221M AUM
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

Wealth Enhancement Advisory Services's BRTR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its BlackRock Total Return ETF (BRTR) stake by 16% in Q2 2026, buying an estimated $69.6K and bringing the position to 10,191 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #2666.

Wealth Enhancement Advisory Services first reported a position in BRTR in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 10,191 shares of BlackRock Total Return ETF worth $508K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,387 BlackRock Total Return ETF shares in Q2 2026, an estimated $69.6K.
  • BlackRock Total Return ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2666 holding.
  • Wealth Enhancement Advisory Services first reported a position in BlackRock Total Return ETF in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.