Maridea Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Maridea Wealth Management’s Portfolio DYNF Stock Details DYNF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.24M	Buy	21,375 +1,868	+10%	+$113K	0.18%	130
2025 Q4	$1.19M	Buy	19,507 +2,325	+14%	+$140K	0.18%	132
2025 Q3	$1.02M	Buy	17,182 +4,422	+35%	+$251K	0.16%	137
2025 Q2	$695K	Buy	12,760 +4,298	+51%	+$216K	0.18%	111
2025 Q1	$413K	Buy	8,462 +3,977	+89%	+$204K	0.13%	156
2024 Q4	$230K	Buy	+4,485	New	+$231K	0.07%	209

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Maridea Wealth Management's DYNF Position: Q1 2026 in Review

Maridea Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 9.6% in Q1 2026, buying an estimated $113K and bringing the position to 21,375 shares worth $1.24M. The position accounts for 0.18% of the portfolio, ranked #130.

Maridea Wealth Management first reported a position in DYNF in Q4 2024 and has held it in 6 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Maridea Wealth Management held 21,375 shares of BlackRock US Equity Factor Rotation ETF worth $1.24M as of Q1 2026.
Maridea Wealth Management bought 1,868 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $113K.
BlackRock US Equity Factor Rotation ETF made up 0.18% of Maridea Wealth Management's portfolio in Q1 2026, its #130 holding.
Maridea Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 6 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.