Broussard Financial Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Broussard Financial Group’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	-6,341	Closed	-$386K	–	31
2025 Q4	$386K	Buy	+6,341	New	+$381K	0.31%	24

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

Broussard Financial Group's DYNF Position: Q1 2026 in Review

Broussard Financial Group sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2026, closing a stake of 6,341 shares — an estimated $386K sold.

Broussard Financial Group first reported a position in DYNF in Q4 2025 and held it in 1 quarter. The position peaked at $386K in Q4 2025. 824 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Broussard Financial Group reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q1 2026 after selling out during the quarter.
Broussard Financial Group sold 6,341 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $386K.
Broussard Financial Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and held it in 1 quarter.
Broussard Financial Group's BlackRock US Equity Factor Rotation ETF position peaked at $386K in Q4 2025.
824 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Broussard Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.