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

Alterna 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 Q3	$2.62M	Buy	37,876 +998	+3%	+$68.6K	1.45%	18
2026 Q2	$2.51M	Buy	36,878 +11,985	+48%	+$780K	1.44%	23
2026 Q1	$1.45M	Buy	24,893 +2,281	+10%	+$138K	1.1%	30
2025 Q4	$1.38M	Buy	22,612 +1,500	+7%	+$90.2K	1.15%	27
2025 Q3	$1.25M	Buy	21,112 +5,052	+31%	+$287K	1.03%	28
2025 Q2	$875K	Sell	16,060 -942	-6%	-$47.3K	0.7%	43
2025 Q1	$829K	Buy	17,002 +848	+5%	+$43.6K	0.63%	38
2024 Q4	$828K	Sell	16,154 -2,720	-14%	-$140K	0.7%	38
2024 Q3	$934K	Buy	18,874 +202	+1%	+$9.6K	0.84%	33
2024 Q2	$876K	Buy	18,672 +12,618	+208%	+$565K	0.77%	36
2024 Q1	$269K	Buy	+6,054	New	+$254K	0.22%	77

Other funds holding DYNF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Alterna Wealth Management's DYNF Position: Q3 2026 in Review

Alterna Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.7% in Q3 2026, buying an estimated $68.6K and bringing the position to 37,876 shares worth $2.62M. The position accounts for 1.45% of the portfolio, ranked #18.

Alterna Wealth Management first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. 623 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Alterna Wealth Management held 37,876 shares of BlackRock US Equity Factor Rotation ETF worth $2.62M as of Q3 2026.
Alterna Wealth Management bought 998 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $68.6K.
BlackRock US Equity Factor Rotation ETF made up 1.45% of Alterna Wealth Management's portfolio in Q3 2026, its #18 holding.
Alterna Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
623 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.