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

Advocacy Wealth Management Services’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	$101M	Sell	1,478,143 -21,632	-1%	-$1.41M	3.65%	7
2026 Q1	$87.3M	Sell	1,499,775 -484,667	-24%	-$29.3M	3.86%	8
2025 Q4	$121M	Buy	1,984,442 +76,853	+4%	+$4.62M	5.05%	2
2025 Q3	$113M	Buy	1,907,589 +262,767	+16%	+$14.9M	4.9%	3
2025 Q2	$89.6M	Buy	1,644,822 +19,327	+1%	+$970K	5.5%	3
2025 Q1	$79.3M	Buy	1,625,495 +311,982	+24%	+$16M	5.4%	3
2024 Q4	$67.3M	Buy	1,313,513 +98,731	+8%	+$5.08M	5.12%	5
2024 Q3	$60.1M	Buy	1,214,782 +85,729	+8%	+$4.08M	4.72%	7
2024 Q2	$53M	Buy	1,129,053 +54,814	+5%	+$2.45M	4.37%	8
2024 Q1	$47.7M	Buy	+1,074,239	New	+$45.1M	4.1%	7

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

Advocacy Wealth Management Services's DYNF Position: Q2 2026 in Review

Advocacy Wealth Management Services reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.4% in Q2 2026, selling an estimated $1.41M and leaving 1,478,143 shares worth $101M. The position accounts for 3.65% of the portfolio, ranked #7.

Advocacy Wealth Management Services first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $121M in Q4 2025. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Advocacy Wealth Management Services held 1,478,143 shares of BlackRock US Equity Factor Rotation ETF worth $101M as of Q2 2026.
Advocacy Wealth Management Services sold 21,632 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.41M.
BlackRock US Equity Factor Rotation ETF made up 3.65% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #7 holding.
Advocacy Wealth Management Services first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
Advocacy Wealth Management Services's BlackRock US Equity Factor Rotation ETF position peaked at $121M in Q4 2025.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.