Atomi Financial Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Atomi Financial Group’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 Q1	$2.89M	Buy	49,663 +41,326	+496%	+$2.5M	0.09%	182
2025 Q4	$507K	Sell	8,337 -326	-4%	-$19.6K	0.01%	686
2025 Q3	$513K	Sell	8,663 -4,425	-34%	-$251K	0.02%	640
2025 Q2	$713K	Buy	13,088 +233	+2%	+$11.7K	0.03%	450
2025 Q1	$627K	Buy	12,855 +3,021	+31%	+$155K	0.03%	437
2024 Q4	$504K	Buy	9,834 +5,474	+126%	+$282K	0.03%	476
2024 Q3	$216K	Sell	4,360 -535	-11%	-$25.5K	0.01%	826
2024 Q2	$230K	Buy	+4,895	New	+$219K	0.02%	690

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Atomi Financial Group's DYNF Position: Q1 2026 in Review

Atomi Financial Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 496% in Q1 2026, buying an estimated $2.5M and bringing the position to 49,663 shares worth $2.89M. The position accounts for 0.09% of the portfolio, ranked #182.

Atomi Financial Group first reported a position in DYNF in Q2 2024 and has held it in 8 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Atomi Financial Group held 49,663 shares of BlackRock US Equity Factor Rotation ETF worth $2.89M as of Q1 2026.
Atomi Financial Group bought 41,326 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $2.5M.
BlackRock US Equity Factor Rotation ETF made up 0.09% of Atomi Financial Group's portfolio in Q1 2026, its #182 holding.
Atomi Financial Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 8 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.