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

BCS 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 Q1	–	Sell	-5,102	Closed	-$310K	–	276
2025 Q4	$310K	Buy	+5,102	New	+$307K	0.03%	288
2025 Q2	–	Sell	-6,279	Closed	-$306K	–	265
2025 Q1	$306K	Hold	6,279	–	–	0.08%	193
2024 Q4	$322K	Buy	+6,279	New	+$323K	0.08%	192

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

BCS Wealth Management's DYNF Position: Q1 2026 in Review

BCS Wealth Management sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2026, closing a stake of 5,102 shares — an estimated $310K sold.

BCS Wealth Management first reported a position in DYNF in Q4 2024 and held it in 3 quarters. The position peaked at $322K in Q4 2024. 828 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

BCS Wealth Management reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q1 2026 after selling out during the quarter.
BCS Wealth Management sold 5,102 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $310K.
BCS Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and held it in 3 quarters.
BCS Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $322K in Q4 2024.
828 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.