CCWM
DYNF icon

Cassaday & Co Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Cassaday & Co 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
2026
Q2 		$68.4K Buy
1,005
+153
+18% +$9.95K ﹤0.01% 564
2026
Q1 		$49.6K Buy
+852
New +$51.6K ﹤0.01% 613

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
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

Cassaday & Co Wealth Management's DYNF Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 18% in Q2 2026, buying an estimated $9.95K and bringing the position to 1,005 shares worth $68.4K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Cassaday & Co Wealth Management first reported a position in DYNF in Q1 2026 and has held it in 2 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,005 shares of BlackRock US Equity Factor Rotation ETF worth $68.4K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 153 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $9.95K.
  • BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #564 holding.
  • Cassaday & Co Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2026 and has held it in 2 quarters since.
  • 887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.