Accelerate Investment Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Accelerate Investment Advisors’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 Q1	$2.05M	Sell	35,197 -1,380	-4%	-$83.5K	1.37%	15
2025 Q4	$2.22M	Buy	36,577 +1,296	+4%	+$77.9K	1.5%	15
2025 Q3	$2.09M	Buy	35,281 +3,963	+13%	+$225K	1.42%	14
2025 Q2	$1.71M	Buy	31,318 +4,671	+18%	+$234K	1.27%	21
2025 Q1	$1.3M	Buy	26,647 +4,286	+19%	+$220K	1.09%	20
2024 Q4	$1.15M	Buy	22,361 +3,611	+19%	+$186K	1.01%	21
2024 Q3	$928K	Buy	+18,750	New	+$893K	0.91%	23

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Accelerate Investment Advisors's DYNF Position: Q1 2026 in Review

Accelerate Investment Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.8% in Q1 2026, selling an estimated $83.5K and leaving 35,197 shares worth $2.05M. The position accounts for 1.37% of the portfolio, ranked #15.

Accelerate Investment Advisors first reported a position in DYNF in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Accelerate Investment Advisors held 35,197 shares of BlackRock US Equity Factor Rotation ETF worth $2.05M as of Q1 2026.
Accelerate Investment Advisors sold 1,380 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $83.5K.
BlackRock US Equity Factor Rotation ETF made up 1.37% of Accelerate Investment Advisors's portfolio in Q1 2026, its #15 holding.
Accelerate Investment Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and has held it in 7 quarters since.
Accelerate Investment Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $2.22M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.