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

Axxcess 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
2025
Q1 		– Sell
-18,082
Closed -$927K – 869
2024
Q4 		$927K Sell
18,082
-1,998
-10% -$103K 0.02% 414
2024
Q3 		$993K Sell
20,080
-12,318
-38% -$587K 0.02% 390
2024
Q2 		$1.52M Buy
32,398
+19,162
+145% +$857K 0.04% 305
2024
Q1 		$588K Buy
+13,236
New +$555K 0.02% 502

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
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

Axxcess Wealth Management's DYNF Position: Q1 2025 in Review

Axxcess Wealth Management sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2025, closing a stake of 18,082 shares — an estimated $927K sold.

Axxcess Wealth Management first reported a position in DYNF in Q1 2024 and held it in 4 quarters. The position peaked at $1.52M in Q2 2024. 557 funds tracked by Wall St. Rank hold DYNF as of Q1 2025.

  • Axxcess Wealth Management reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 18,082 BlackRock US Equity Factor Rotation ETF shares in Q1 2025, an estimated $927K.
  • Axxcess Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and held it in 4 quarters.
  • Axxcess Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $1.52M in Q2 2024.
  • 557 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.