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Aveo Capital Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Aveo Capital Partners’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
2025
Q1 		– Sell
-10,942
Closed -$561K – 214
2024
Q4 		$561K Buy
10,942
+1,185
+12% +$61K 0.06% 188
2024
Q3 		$483K Sell
9,757
-113
-1% -$5.38K 0.05% 202
2024
Q2 		$463K Buy
9,870
+648
+7% +$29K 0.05% 198
2024
Q1 		$400K Buy
+9,222
New +$387K 0.04% 251

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aveo Capital Partners's DYNF Position: Q1 2025 in Review

Aveo Capital Partners sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2025, closing a stake of 10,942 shares — an estimated $561K sold.

Aveo Capital Partners first reported a position in DYNF in Q1 2024 and held it in 4 quarters. The position peaked at $561K in Q4 2024. 557 funds tracked by Wall St. Rank hold DYNF as of Q1 2025.

  • Aveo Capital Partners reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 10,942 BlackRock US Equity Factor Rotation ETF shares in Q1 2025, an estimated $561K.
  • Aveo Capital Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and held it in 4 quarters.
  • Aveo Capital Partners's BlackRock US Equity Factor Rotation ETF position peaked at $561K in Q4 2024.
  • 557 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.