Advyzon Investment Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Advyzon Investment 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	$12.3M	Sell	181,216 -50,003	-22%	-$3.25M	0.89%	22
2026 Q1	$13.5M	Buy	231,219 +72,154	+45%	+$4.37M	1.21%	10
2025 Q4	$9.67M	Buy	159,065 +138,272	+665%	+$8.32M	1.12%	14
2025 Q3	$1.23M	Buy	20,793 +11,212	+117%	+$636K	0.21%	110
2025 Q2	$522K	Buy	9,581 +4,053	+73%	+$203K	0.12%	173
2025 Q1	$270K	Sell	5,528 -2,096	-27%	-$108K	0.1%	206
2024 Q4	$391K	Buy	+7,624	New	+$392K	0.15%	129

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

Advyzon Investment Management's DYNF Position: Q2 2026 in Review

Advyzon Investment Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 22% in Q2 2026, selling an estimated $3.25M and leaving 181,216 shares worth $12.3M. The position accounts for 0.89% of the portfolio, ranked #22.

Advyzon Investment Management first reported a position in DYNF in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5M in Q1 2026. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Advyzon Investment Management held 181,216 shares of BlackRock US Equity Factor Rotation ETF worth $12.3M as of Q2 2026.
Advyzon Investment Management sold 50,003 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $3.25M.
BlackRock US Equity Factor Rotation ETF made up 0.89% of Advyzon Investment Management's portfolio in Q2 2026, its #22 holding.
Advyzon Investment Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's BlackRock US Equity Factor Rotation ETF position peaked at $13.5M in Q1 2026.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.