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Wetzel Investment Advisors’s BlackRock Total Return ETF BRTR Stock Holding History

Wetzel Investment Advisors’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 		$12.7M Buy
253,283
+28,686
+13% +$1.44M 4.42% 7
2026
Q1 		$11.3M Buy
224,597
+14,307
+7% +$728K 4.48% 7
2025
Q4 		$10.7M Buy
210,290
+7,878
+4% +$402K 4.32% 8
2025
Q3 		$10.3M Buy
202,412
+14,832
+8% +$749K 4.4% 7
2025
Q2 		$9.48M Buy
+187,580
New +$9.33M 4.33% 7

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
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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Wetzel Investment Advisors's BRTR Position: Q2 2026 in Review

Wetzel Investment Advisors increased its BlackRock Total Return ETF (BRTR) stake by 13% in Q2 2026, buying an estimated $1.44M and bringing the position to 253,283 shares worth $12.7M. The position accounts for 4.42% of the portfolio, ranked #7.

Wetzel Investment Advisors first reported a position in BRTR in Q2 2025 and has held it in 5 quarters since. 24 funds tracked by Wall St. Rank hold BRTR as of Q2 2026.

  • Wetzel Investment Advisors held 253,283 shares of BlackRock Total Return ETF worth $12.7M as of Q2 2026.
  • Wetzel Investment Advisors bought 28,686 BlackRock Total Return ETF shares in Q2 2026, an estimated $1.44M.
  • BlackRock Total Return ETF made up 4.42% of Wetzel Investment Advisors's portfolio in Q2 2026, its #7 holding.
  • Wetzel Investment Advisors first reported a position in BlackRock Total Return ETF in Q2 2025 and has held it in 5 quarters since.
  • 24 funds tracked by Wall St. Rank held BlackRock Total Return ETF as of Q2 2026.

Based on Wetzel Investment Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.