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

Abound 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	$23.9K	Hold	351	–	–	﹤0.01%	346
2026 Q1	$20.4K	Hold	351	–	–	﹤0.01%	400
2025 Q4	$21.4K	Sell	351 -528	-60%	-$31.8K	0.01%	353
2025 Q3	$52.1K	Buy	879 +528	+150%	+$30K	0.01%	205
2025 Q2	$19.1K	Sell	351 -1,154	-77%	-$57.9K	0.01%	337
2025 Q1	$73.4K	Buy	1,505 +1,486	+7,821%	+$76.4K	0.02%	144
2024 Q4	$977	Buy	+19	New	+$978	﹤0.01%	739

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

Abound Wealth Management held its BlackRock US Equity Factor Rotation ETF (DYNF) position steady in Q2 2026 at 351 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Abound Wealth Management first reported a position in DYNF in Q4 2024 and has held it in 7 quarters since. The position peaked at $73.4K in Q1 2025. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Abound Wealth Management held 351 shares of BlackRock US Equity Factor Rotation ETF worth $23.9K as of Q2 2026.
Abound Wealth Management left its BlackRock US Equity Factor Rotation ETF share count unchanged in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #346 holding.
Abound Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 7 quarters since.
Abound Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $73.4K in Q1 2025.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.