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

Oregon Pacific 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	$1.1M	Buy	16,123 +1,936	+14%	+$126K	1.03%	19
2026 Q1	$825K	Sell	14,187 -2,848	-17%	-$172K	0.86%	23
2025 Q4	$1.04M	Buy	17,035 +5,954	+54%	+$358K	1.07%	16
2025 Q3	$656K	Buy	11,081 +2,635	+31%	+$149K	0.57%	42
2025 Q2	$460K	Buy	8,446 +3,906	+86%	+$196K	0.44%	62
2025 Q1	$221K	Buy	+4,540	New	+$233K	0.22%	118

Other funds holding DYNF

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Oregon Pacific Wealth Management's DYNF Position: Q2 2026 in Review

Oregon Pacific Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 14% in Q2 2026, buying an estimated $126K and bringing the position to 16,123 shares worth $1.1M. The position accounts for 1.03% of the portfolio, ranked #19.

Oregon Pacific Wealth Management first reported a position in DYNF in Q1 2025 and has held it in 6 quarters since. 312 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Oregon Pacific Wealth Management held 16,123 shares of BlackRock US Equity Factor Rotation ETF worth $1.1M as of Q2 2026.
Oregon Pacific Wealth Management bought 1,936 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $126K.
BlackRock US Equity Factor Rotation ETF made up 1.03% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #19 holding.
Oregon Pacific Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 6 quarters since.
312 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.