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 Q2	$2.67M	Buy	39,287 +4,090	+12%	+$266K	1.53%	13
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 $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

Accelerate Investment Advisors's DYNF Position: Q2 2026 in Review

Accelerate Investment Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 12% in Q2 2026, buying an estimated $266K and bringing the position to 39,287 shares worth $2.67M. The position accounts for 1.53% of the portfolio, ranked #13.

Accelerate Investment Advisors first reported a position in DYNF in Q3 2024 and has held it in 8 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Accelerate Investment Advisors held 39,287 shares of BlackRock US Equity Factor Rotation ETF worth $2.67M as of Q2 2026.
Accelerate Investment Advisors bought 4,090 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $266K.
BlackRock US Equity Factor Rotation ETF made up 1.53% of Accelerate Investment Advisors's portfolio in Q2 2026, its #13 holding.
Accelerate Investment Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and has held it in 8 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.