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

Orgel 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	$535K	Buy	+7,869	New	+$512K	0.01%	80

Other funds holding DYNF

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

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

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

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

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

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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

Orgel Wealth Management opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 7,869 shares worth $535K. The stake represents 0.01% of the portfolio and ranks #80 among its holdings.

173 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Orgel Wealth Management held 7,869 shares of BlackRock US Equity Factor Rotation ETF worth $535K as of Q2 2026.
BlackRock US Equity Factor Rotation ETF was a new Orgel Wealth Management position in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #80 holding.
173 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

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