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

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return