Bush Investment Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Bush Investment 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	$4.2M	Buy	72,234 +955	+1%	+$57.8K	2.3%	13
2025 Q4	$4.33M	Buy	71,279 +909	+1%	+$54.7K	2.43%	11
2025 Q3	$4.17M	Buy	70,370 +4,750	+7%	+$269K	2.47%	11
2025 Q2	$3.57M	Buy	65,620 +1,127	+2%	+$56.5K	2.4%	12
2025 Q1	$3.14M	Buy	64,493 +1,203	+2%	+$61.8K	2.37%	11
2024 Q4	$3.24M	Buy	63,290 +3,144	+5%	+$162K	2.53%	8
2024 Q3	$2.98M	Buy	60,146 +1,987	+3%	+$94.7K	2.38%	10
2024 Q2	$2.73M	Buy	58,159 +1,556	+3%	+$69.6K	2.34%	10
2024 Q1	$2.51M	Buy	56,603 +29,184	+106%	+$1.22M	2.22%	9
2023 Q4	$1.14M	Buy	+27,419	New	+$1.01M	1.05%	16

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Bush Investment Group's DYNF Position: Q1 2026 in Review

Bush Investment Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.3% in Q1 2026, buying an estimated $57.8K and bringing the position to 72,234 shares worth $4.2M. The position accounts for 2.3% of the portfolio, ranked #13.

Bush Investment Group first reported a position in DYNF in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.33M in Q4 2025. 822 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Bush Investment Group held 72,234 shares of BlackRock US Equity Factor Rotation ETF worth $4.2M as of Q1 2026.
Bush Investment Group bought 955 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $57.8K.
BlackRock US Equity Factor Rotation ETF made up 2.3% of Bush Investment Group's portfolio in Q1 2026, its #13 holding.
Bush Investment Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2023 and has held it in 10 quarters since.
Bush Investment Group's BlackRock US Equity Factor Rotation ETF position peaked at $4.33M in Q4 2025.
822 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.