Blue Zone Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Blue Zone Wealth 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	–	Sell	-4,700	Closed	-$273K	–	130
2026 Q1	$273K	Sell	4,700 -3,006	-39%	-$182K	0.06%	111
2025 Q4	$469K	Buy	+7,706	New	+$463K	0.09%	97

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

Blue Zone Wealth Advisors's DYNF Position: Q2 2026 in Review

Blue Zone Wealth Advisors sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026, closing a stake of 4,700 shares — an estimated $273K sold.

Blue Zone Wealth Advisors first reported a position in DYNF in Q4 2025 and held it in 2 quarters. The position peaked at $469K in Q4 2025. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Blue Zone Wealth Advisors reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2026 after selling out during the quarter.
Blue Zone Wealth Advisors sold 4,700 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $273K.
Blue Zone Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and held it in 2 quarters.
Blue Zone Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $469K in Q4 2025.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.