Capital Performance Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Capital Performance 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 Q3	$210K	Buy	+3,035	New	+$209K	0.01%	310

Other funds holding DYNF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Capital Performance Advisors's DYNF Position: Q3 2026 in Review

Capital Performance Advisors opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q3 2026: 3,035 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings.

663 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Capital Performance Advisors held 3,035 shares of BlackRock US Equity Factor Rotation ETF worth $210K as of Q3 2026.
BlackRock US Equity Factor Rotation ETF was a new Capital Performance Advisors position in Q3 2026.
BlackRock US Equity Factor Rotation ETF made up 0.01% of Capital Performance Advisors's portfolio in Q3 2026, its #310 holding.
663 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Capital Performance Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.