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

Riverbend 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	$948K	Buy	13,945 +338	+2%	+$22K	0.48%	58
2026 Q1	$792K	Buy	13,607 +491	+4%	+$29.7K	0.45%	63
2025 Q4	$798K	Buy	13,116 +3,480	+36%	+$209K	0.5%	59
2025 Q3	$570K	Buy	9,636 +1,088	+13%	+$61.7K	0.4%	71
2025 Q2	$466K	Buy	8,548 +2,270	+36%	+$114K	0.35%	80
2025 Q1	$306K	Buy	+6,278	New	+$323K	0.27%	93

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

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

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Riverbend Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.5% in Q2 2026, buying an estimated $22K and bringing the position to 13,945 shares worth $948K. The position accounts for 0.48% of the portfolio, ranked #58.

Riverbend Wealth Management first reported a position in DYNF in Q1 2025 and has held it in 6 quarters since. 445 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Riverbend Wealth Management held 13,945 shares of BlackRock US Equity Factor Rotation ETF worth $948K as of Q2 2026.
Riverbend Wealth Management bought 338 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $22K.
BlackRock US Equity Factor Rotation ETF made up 0.48% of Riverbend Wealth Management's portfolio in Q2 2026, its #58 holding.
Riverbend Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 6 quarters since.
445 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

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