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 Q2	$1.9M	Buy	27,918 +6,543	+31%	+$426K	0.21%	123
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 $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Maridea Wealth Management's DYNF Position: Q2 2026 in Review

Maridea Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 31% in Q2 2026, buying an estimated $426K and bringing the position to 27,918 shares worth $1.9M. The position accounts for 0.21% of the portfolio, ranked #123.

Maridea Wealth Management first reported a position in DYNF in Q4 2024 and has held it in 7 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Maridea Wealth Management held 27,918 shares of BlackRock US Equity Factor Rotation ETF worth $1.9M as of Q2 2026.
Maridea Wealth Management bought 6,543 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $426K.
BlackRock US Equity Factor Rotation ETF made up 0.21% of Maridea Wealth Management's portfolio in Q2 2026, its #123 holding.
Maridea Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 7 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.