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 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%	+$9.62K	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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Alterna Wealth Management's DYNF Position: Q2 2026 in Review

Alterna Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 48% in Q2 2026, buying an estimated $780K and bringing the position to 36,878 shares worth $2.51M. The position accounts for 1.44% of the portfolio, ranked #23.

Alterna Wealth Management first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 413 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Alterna Wealth Management held 36,878 shares of BlackRock US Equity Factor Rotation ETF worth $2.51M as of Q2 2026.
Alterna Wealth Management bought 11,985 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $780K.
BlackRock US Equity Factor Rotation ETF made up 1.44% of Alterna Wealth Management's portfolio in Q2 2026, its #23 holding.
Alterna Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
413 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.