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

Anchor Pointe 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
2024 Q4	$1.98M	Buy	+38,446	New	+$1.98M	2.57%	11

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAS

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Anchor Pointe Wealth Management's DYNF Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q4 2024: 38,446 shares worth $1.98M. The stake represents 2.57% of the portfolio and ranks #11 among its holdings.

531 funds tracked by Wall St. Rank hold DYNF as of Q4 2024.

Anchor Pointe Wealth Management held 38,446 shares of BlackRock US Equity Factor Rotation ETF worth $1.98M as of Q4 2024.
BlackRock US Equity Factor Rotation ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
BlackRock US Equity Factor Rotation ETF made up 2.57% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #11 holding.
531 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.