B.O.S.S. Retirement Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

B.O.S.S. Retirement Advisors’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	$8.71M	Buy	128,051 +2,829	+2%	+$184K	2.35%	6
2026 Q1	$7.29M	Sell	125,222 -6,492	-5%	-$393K	2.22%	7
2025 Q4	$8.01M	Buy	131,714 +78,822	+149%	+$4.74M	2.52%	5
2025 Q3	$3.13M	Buy	52,892 +32,689	+162%	+$1.85M	0.75%	32
2025 Q2	$1.1M	Buy	+20,203	New	+$1.01M	0.28%	73
2025 Q1	–	Sell	-3,951	Closed	-$202K	–	177
2024 Q4	$202K	Buy	+3,951	New	+$203K	0.06%	174

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DYNF Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.3% in Q2 2026, buying an estimated $184K and bringing the position to 128,051 shares worth $8.71M. The position accounts for 2.35% of the portfolio, ranked #6.

B.O.S.S. Retirement Advisors first reported a position in DYNF in Q4 2024 and has held it in 6 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

B.O.S.S. Retirement Advisors held 128,051 shares of BlackRock US Equity Factor Rotation ETF worth $8.71M as of Q2 2026.
B.O.S.S. Retirement Advisors bought 2,829 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $184K.
BlackRock US Equity Factor Rotation ETF made up 2.35% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #6 holding.
B.O.S.S. Retirement Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 6 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.