BRWA
BDYN

B. Riley Wealth Advisors’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

B. Riley Wealth Advisors’s Portfolio BDYN Stock Details BDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.63M Buy
95,756
+38,830
+68% +$1.04M 0.14% 152
2026
Q1 		$1.34M Buy
56,926
+9,593
+20% +$246K 0.09% 228
2025
Q4 		$1.21M Buy
47,333
+7,619
+19% +$195K 0.06% 311
2025
Q3 		$1.01M Buy
+39,714
New +$1M 0.05% 340

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

B. Riley Wealth Advisors's BDYN Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its iShares Dynamic Equity Active ETF (BDYN) stake by 68% in Q2 2026, buying an estimated $1.04M and bringing the position to 95,756 shares worth $2.63M. The position accounts for 0.14% of the portfolio, ranked #152.

B. Riley Wealth Advisors first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • B. Riley Wealth Advisors held 95,756 shares of iShares Dynamic Equity Active ETF worth $2.63M as of Q2 2026.
  • B. Riley Wealth Advisors bought 38,830 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $1.04M.
  • iShares Dynamic Equity Active ETF made up 0.14% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.