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 Q3	$946K	Sell	13,663 -282	-2%	-$19.4K	0.43%	65
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Riverbend Wealth Management's DYNF Position: Q3 2026 in Review

Riverbend Wealth Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2% in Q3 2026, selling an estimated $19.4K and leaving 13,663 shares worth $946K. The position accounts for 0.43% of the portfolio, ranked #65.

Riverbend Wealth Management first reported a position in DYNF in Q1 2025 and has held it in 7 quarters since. The position peaked at $948K in Q2 2026. 663 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Riverbend Wealth Management held 13,663 shares of BlackRock US Equity Factor Rotation ETF worth $946K as of Q3 2026.
Riverbend Wealth Management sold 282 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $19.4K.
BlackRock US Equity Factor Rotation ETF made up 0.43% of Riverbend Wealth Management's portfolio in Q3 2026, its #65 holding.
Riverbend Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 7 quarters since.
Riverbend Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $948K in Q2 2026.
663 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Riverbend Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.