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Avid Wealth Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Avid Wealth 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
2026
Q2 		$36M Buy
528,692
+8,231
+2% +$535K 17.41% 1
2026
Q1 		$30.3M Buy
520,461
+33,400
+7% +$2.02M 14.31% 1
2025
Q4 		$29.6M Buy
487,061
+75,364
+18% +$4.53M 14.47% 1
2025
Q3 		$24.4M Buy
411,697
+13,822
+3% +$784K 12.11% 1
2025
Q2 		$21.7M Buy
397,875
+61,147
+18% +$3.07M 12.4% 1
2025
Q1 		$16.4M Buy
336,728
+22,184
+7% +$1.14M 11.14% 2
2024
Q4 		$16.1M Sell
314,544
-17,288
-5% -$890K 11.45% 2
2024
Q3 		$16.4M Buy
331,832
+10,472
+3% +$499K 11.62% 2
2024
Q2 		$15.1M Buy
321,360
+161,209
+101% +$7.21M 11.72% 2
2024
Q1 		$7.11M Buy
+160,151
New +$6.72M 5.71% 6

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 23.96% 1-Year Est. Return
Commonwealth Equity Services
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Avid Wealth Partners's DYNF Position: Q2 2026 in Review

Avid Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.6% in Q2 2026, buying an estimated $535K and bringing the position to 528,692 shares worth $36M. The position accounts for 17.41% of the portfolio, ranked #1.

Avid Wealth Partners first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 502 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Avid Wealth Partners held 528,692 shares of BlackRock US Equity Factor Rotation ETF worth $36M as of Q2 2026.
  • Avid Wealth Partners bought 8,231 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $535K.
  • BlackRock US Equity Factor Rotation ETF made up 17.41% of Avid Wealth Partners's portfolio in Q2 2026, its #1 holding.
  • Avid Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
  • 502 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.