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Chris Bulman’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Chris Bulman’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
2024
Q3 		– Sell
-1,529
Closed -$71.8K – 198
2024
Q2 		$71.8K Buy
+1,529
New +$68.4K 0.05% 184

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Chris Bulman's DYNF Position: Q3 2024 in Review

Chris Bulman sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q3 2024, closing a stake of 1,529 shares — an estimated $71.8K sold.

Chris Bulman first reported a position in DYNF in Q2 2024 and held it in 1 quarter. The position peaked at $71.8K in Q2 2024. 445 funds tracked by Wall St. Rank hold DYNF as of Q3 2024.

  • Chris Bulman reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q3 2024 after selling out during the quarter.
  • Chris Bulman sold 1,529 BlackRock US Equity Factor Rotation ETF shares in Q3 2024, an estimated $71.8K.
  • Chris Bulman first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and held it in 1 quarter.
  • Chris Bulman's BlackRock US Equity Factor Rotation ETF position peaked at $71.8K in Q2 2024.
  • 445 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.