ShoreHaven Wealth Partners, LLC BRTR — BLACKROCK ETF TRUST II

Ownership history in ShoreHaven Wealth Partners, LLC  ·  4 quarters on record

AI Ownership Summary

ShoreHaven Wealth Partners, LLC reported BLACKROCK ETF TRUST II (BRTR) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.77% in 2024 Q4. The latest visible filing shows BRTR at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BRTR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ShoreHaven Wealth Partners, LLC's position in BLACKROCK ETF TRUST II, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BRTR was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.77% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BRTR stock page ShoreHaven Wealth Partners, LLC fund profile ShoreHaven Wealth Partners, LLC full holdings
How ShoreHaven Wealth Partners, LLC held BRTR — position size vs. price
% of Fund (quarterly)    BRTR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 6,199 -6,219 -50.1% 0.10% $312K 2026-07-14 $49.77
2025 Q2 REDUCED 37.8% +2.1% ❌ 12,418 -7,557 -37.8% 0.26% $628K 2025-07-29 $48.00
2025 Q1 REDUCED 39.3% +1.6% ❌ 19,975 -12,949 -39.3% 0.48% $1.0M 2025-05-06 $46.98
2024 Q4 INITIATED — — — 32,924 — — 0.77% $1.6M 2025-01-30 $46.38

🏢 Other funds also holding BRTR

As of 2026 Q2 — sorted by position size

Forthright Family Wealth Advisory LLC 7.05% Spectrum Planning & Advisory Services Inc. 3Y 2.28% Redhawk Wealth Advisors, Inc. 3Y 7Y 1.35% Taylor & Morgan Wealth Management, LLC 3Y 1.14% CFS Investment Advisory Services, LLC 3Y 1.09% Breakwater Capital Group 3Y 0.26% Parisi Gray Wealth Management 3Y 7Y 0.06% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About ShoreHaven Wealth Partners, LLC and BRTR

These are the practical questions this page is built to answer before you even open the full history table.

How long has ShoreHaven Wealth Partners, LLC reported owning BRTR?

ShoreHaven Wealth Partners, LLC reported BRTR across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported BRTR position in ShoreHaven Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for BRTR was 0.77% in 2024 Q4.

What is the latest reported BRTR position on this page?

The most recent filing on this page is 2026 Q2, when ShoreHaven Wealth Partners, LLC reported 6,199 shares, equal to 0.10% of portfolio, with an estimated market value of $312K.

What does the chart on this BRTR ownership page compare?

The chart compares ShoreHaven Wealth Partners, LLC's quarterly BRTR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ShoreHaven Wealth Partners, LLC time their BRTR position?

Based on 13F filing dates vs. subsequent BRTR price moves, ShoreHaven Wealth Partners, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on BRTR relative to SPY over the holding period was -4.0%.

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