CFO4Life Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

CFO4Life 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 Q2	$49.5M	Sell	727,641 -1,385	-0.2%	-$90.1K	6.66%	2
2026 Q1	$42.4M	Buy	729,026 +2,193	+0.3%	+$133K	6.47%	2
2025 Q4	$44.2M	Sell	726,833 -7,658	-1%	-$461K	6.3%	2
2025 Q3	$43.5M	Buy	734,491 +16,204	+2%	+$919K	6.32%	2
2025 Q2	$39.1M	Buy	718,287 +64,435	+10%	+$3.23M	6.12%	2
2025 Q1	$31.9M	Buy	653,852 +634,359	+3,254%	+$32.6M	5.37%	3
2024 Q4	$999K	Buy	19,493 +8,706	+81%	+$448K	0.18%	66
2024 Q3	$534K	Buy	+10,787	New	+$514K	0.09%	114

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

CFO4Life Group's DYNF Position: Q2 2026 in Review

CFO4Life Group reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.19% in Q2 2026, selling an estimated $90.1K and leaving 727,641 shares worth $49.5M. The position accounts for 6.66% of the portfolio, ranked #2.

CFO4Life Group first reported a position in DYNF in Q3 2024 and has held it in 8 quarters since. 890 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

CFO4Life Group held 727,641 shares of BlackRock US Equity Factor Rotation ETF worth $49.5M as of Q2 2026.
CFO4Life Group sold 1,385 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $90.1K.
BlackRock US Equity Factor Rotation ETF made up 6.66% of CFO4Life Group's portfolio in Q2 2026, its #2 holding.
CFO4Life Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and has held it in 8 quarters since.
890 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.