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

Capital A 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
2025
Q2 		– Sell
-16,513
Closed -$805K – 556
2025
Q1 		$805K Sell
16,513
-42,558
-72% -$2.19M 0.84% 18
2024
Q4 		$3.03M Buy
+59,071
New +$3.04M 5.02% 3

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Capital A Wealth Management's DYNF Position: Q2 2025 in Review

Capital A Wealth Management sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2025, closing a stake of 16,513 shares — an estimated $805K sold.

Capital A Wealth Management first reported a position in DYNF in Q4 2024 and held it in 2 quarters. The position peaked at $3.03M in Q4 2024. 600 funds tracked by Wall St. Rank hold DYNF as of Q2 2025.

  • Capital A Wealth Management reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 16,513 BlackRock US Equity Factor Rotation ETF shares in Q2 2025, an estimated $805K.
  • Capital A Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $3.03M in Q4 2024.
  • 600 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.