Superior Planning, LLC’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Superior Planning, LLC’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	$5.24M	Buy	+75,612	New	+$5.2M	2.18%	8

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Superior Planning, LLC's DYNF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q3 2026: 75,612 shares worth $5.24M. The stake represents 2.18% of the portfolio and ranks #8 among its holdings.

732 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Superior Planning, LLC held 75,612 shares of BlackRock US Equity Factor Rotation ETF worth $5.24M as of Q3 2026.
BlackRock US Equity Factor Rotation ETF was a new Superior Planning, LLC position in Q3 2026.
BlackRock US Equity Factor Rotation ETF made up 2.18% of Superior Planning, LLC's portfolio in Q3 2026, its #8 holding.
732 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.