Opal Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Opal Wealth Advisors’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	$237K	Buy	3,486 +426	+14%	+$27.7K	0.05%	195
2026 Q1	$178K	Sell	3,060 -307	-9%	-$18.6K	0.04%	221
2025 Q4	$205K	Buy	+3,367	New	+$202K	0.05%	199
2025 Q3	–	Sell	-411	Closed	-$22.4K	–	297
2025 Q2	$22.4K	Sell	411 -376	-48%	-$18.9K	0.01%	544
2025 Q1	$38.4K	Buy	+787	New	+$40.4K	0.01%	389
2024 Q3	–	Sell	-357	Closed	-$16.8K	–	470
2024 Q2	$16.8K	Buy	+357	New	+$16K	0.01%	553

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

Opal Wealth Advisors's DYNF Position: Q2 2026 in Review

Opal Wealth Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 14% in Q2 2026, buying an estimated $27.7K and bringing the position to 3,486 shares worth $237K. The position accounts for 0.05% of the portfolio, ranked #195.

Opal Wealth Advisors first reported a position in DYNF in Q2 2024 and has held it in 6 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Opal Wealth Advisors held 3,486 shares of BlackRock US Equity Factor Rotation ETF worth $237K as of Q2 2026.
Opal Wealth Advisors bought 426 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $27.7K.
BlackRock US Equity Factor Rotation ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #195 holding.
Opal Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 6 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.