CWA
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Centerline Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Centerline Wealth 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
Q2 		$28.7M Sell
421,743
-3,957
-0.9% -$257K 8.99% 1
2026
Q1 		$24.8M Buy
425,700
+6,438
+2% +$390K 8.91% 1
2025
Q4 		$25.5M Buy
419,262
+244,456
+140% +$14.7M 9.23% 2
2025
Q3 		$10.3M Buy
174,806
+2,722
+2% +$154K 4.5% 8
2025
Q2 		$9.37M Buy
172,084
+5,596
+3% +$281K 4.6% 6
2025
Q1 		$8.12M Sell
166,488
-535
-0.3% -$27.5K 4.84% 11
2024
Q4 		$8.56M Buy
+167,023
New +$8.6M 5.02% 9

Other funds holding DYNF

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Centerline Wealth Advisors's DYNF Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.93% in Q2 2026, selling an estimated $257K and leaving 421,743 shares worth $28.7M. The position accounts for 8.99% of the portfolio, ranked #1.

Centerline Wealth Advisors first reported a position in DYNF in Q4 2024 and has held it in 7 quarters since. 312 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Centerline Wealth Advisors held 421,743 shares of BlackRock US Equity Factor Rotation ETF worth $28.7M as of Q2 2026.
  • Centerline Wealth Advisors sold 3,957 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $257K.
  • BlackRock US Equity Factor Rotation ETF made up 8.99% of Centerline Wealth Advisors's portfolio in Q2 2026, its #1 holding.
  • Centerline Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 7 quarters since.
  • 312 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.