SEC 13F Intelligence

Taylor & Morgan Wealth Management, LLC / BRTR

Taylor & Morgan Wealth Management, LLC’s Blackrock Etf Trust II Position

Does Taylor & Morgan Wealth Management, LLC own Blackrock Etf Trust II (BRTR)? Yes — 43.8K shares worth $2M (+1.25% of its 13F portfolio) as of Q1 2026, down from 44.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
43.8K
% of Portfolio
+1.25%
Quarters Held
9
currently held

Position History BRTR

Reported value by quarter
Q1 ’24: $1MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.8K$2M+1.25%
Q4 202544.3K$2M+1.26%
Q3 202544.9K$2M+1.41%
Q2 202545.6K$2M+1.55%
Q1 202545.1K$2M+1.71%
Q4 202445.0K$2M+1.56%
Q3 202442.4K$2M+1.49%
Q2 202438.6K$2M+1.37%
Q1 202421.1K$1M+0.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Taylor & Morgan Wealth Management, LLC’s full portfolio or all institutional holders of BRTR.