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

BCGM 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
2026 Q2	$15.3M	Buy	224,827 +6,948	+3%	+$452K	3.23%	5
2026 Q1	$12.7M	Sell	217,879 -14,876	-6%	-$901K	3.18%	5
2025 Q4	$14.2M	Buy	232,755 +763	+0.3%	+$45.9K	3.61%	5
2025 Q3	$13.7M	Buy	231,992 +33,720	+17%	+$1.91M	3.57%	5
2025 Q2	$10.8M	Buy	198,272 +10,262	+5%	+$515K	3.04%	7
2025 Q1	$9.17M	Buy	188,010 +10,602	+6%	+$545K	2.82%	7
2024 Q4	$9.09M	Buy	177,408 +9,903	+6%	+$510K	2.88%	7
2024 Q3	$8.29M	Buy	167,505 +1,196	+0.7%	+$57K	2.69%	8
2024 Q2	$7.81M	Buy	166,309 +5,095	+3%	+$228K	2.7%	8
2024 Q1	$7.16M	Buy	+161,214	New	+$6.76M	2.57%	8

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

BCGM Wealth Management's DYNF Position: Q2 2026 in Review

BCGM Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.2% in Q2 2026, buying an estimated $452K and bringing the position to 224,827 shares worth $15.3M. The position accounts for 3.23% of the portfolio, ranked #5.

BCGM Wealth Management first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 888 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

BCGM Wealth Management held 224,827 shares of BlackRock US Equity Factor Rotation ETF worth $15.3M as of Q2 2026.
BCGM Wealth Management bought 6,948 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $452K.
BlackRock US Equity Factor Rotation ETF made up 3.23% of BCGM Wealth Management's portfolio in Q2 2026, its #5 holding.
BCGM Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
888 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.