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 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 $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

B.O.S.S. Retirement Advisors's DYNF Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.9% in Q1 2026, selling an estimated $393K and leaving 125,222 shares worth $7.29M. The position accounts for 2.22% of the portfolio, ranked #7.

B.O.S.S. Retirement Advisors first reported a position in DYNF in Q4 2024 and has held it in 5 quarters since. The position peaked at $8.01M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

B.O.S.S. Retirement Advisors held 125,222 shares of BlackRock US Equity Factor Rotation ETF worth $7.29M as of Q1 2026.
B.O.S.S. Retirement Advisors sold 6,492 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $393K.
BlackRock US Equity Factor Rotation ETF made up 2.22% of B.O.S.S. Retirement Advisors's portfolio in Q1 2026, its #7 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 5 quarters since.
B.O.S.S. Retirement Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $8.01M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.