RFA
BDYN

Resurgent Financial Advisors’s iShares Dynamic Equity Active ETF BDYN Stock Holding History

Resurgent Financial Advisors’s Portfolio BDYN Stock Details BDYN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$544K Sell
19,618
-305
-2% -$8.17K 0.15% 150
2026
Q1 		$484K Buy
19,923
+177
+0.9% +$4.53K 0.17% 141
2025
Q4 		$506K Sell
19,746
-3,315
-14% -$85K 0.25% 115
2025
Q3 		$584K Buy
+23,061
New +$582K 0.29% 104

Other funds holding BDYN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.49B AUM 20.41% 1-Year Est. Return

Resurgent Financial Advisors's BDYN Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its iShares Dynamic Equity Active ETF (BDYN) stake by 1.5% in Q2 2026, selling an estimated $8.17K and leaving 19,618 shares worth $544K. The position accounts for 0.15% of the portfolio, ranked #150.

Resurgent Financial Advisors first reported a position in BDYN in Q3 2025 and has held it in 4 quarters since. The position peaked at $584K in Q3 2025. 124 funds tracked by Wall St. Rank hold BDYN as of Q2 2026.

  • Resurgent Financial Advisors held 19,618 shares of iShares Dynamic Equity Active ETF worth $544K as of Q2 2026.
  • Resurgent Financial Advisors sold 305 iShares Dynamic Equity Active ETF shares in Q2 2026, an estimated $8.17K.
  • iShares Dynamic Equity Active ETF made up 0.15% of Resurgent Financial Advisors's portfolio in Q2 2026, its #150 holding.
  • Resurgent Financial Advisors first reported a position in iShares Dynamic Equity Active ETF in Q3 2025 and has held it in 4 quarters since.
  • Resurgent Financial Advisors's iShares Dynamic Equity Active ETF position peaked at $584K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held iShares Dynamic Equity Active ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.