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

Aspire 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
Q3 		$1.35M Sell
27,303
-208
-0.8% -$9.91K 0.73% 29
2024
Q2 		$1.29M Buy
27,511
+1,209
+5% +$54.1K 0.74% 32
2024
Q1 		$1.17M Buy
+26,302
New +$1.1M 0.7% 31

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Aspire Wealth Management's DYNF Position: Q3 2024 in Review

Aspire Wealth Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.76% in Q3 2024, selling an estimated $9.91K and leaving 27,303 shares worth $1.35M. The position accounts for 0.73% of the portfolio, ranked #29.

Aspire Wealth Management first reported a position in DYNF in Q1 2024 and has held it in 3 quarters since. 445 funds tracked by Wall St. Rank hold DYNF as of Q3 2024.

  • Aspire Wealth Management held 27,303 shares of BlackRock US Equity Factor Rotation ETF worth $1.35M as of Q3 2024.
  • Aspire Wealth Management sold 208 BlackRock US Equity Factor Rotation ETF shares in Q3 2024, an estimated $9.91K.
  • BlackRock US Equity Factor Rotation ETF made up 0.73% of Aspire Wealth Management's portfolio in Q3 2024, its #29 holding.
  • Aspire Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 3 quarters since.
  • 445 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.