Clark Wealth Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Clark Wealth Partners’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	$155K	Hold	2,272	–	–	0.09%	60
2026 Q1	$132K	Sell	2,272 -172	-7%	-$10.4K	0.09%	61
2025 Q4	$149K	Hold	2,444	–	–	0.09%	63
2025 Q3	$149K	Buy	2,444 +1,044	+75%	+$59.2K	0.09%	63
2025 Q2	$76.2K	Sell	1,400 -1,827	-57%	-$91.7K	0.05%	67
2025 Q1	$157K	Buy	+3,227	New	+$166K	0.12%	48

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Clark Wealth Partners's DYNF Position: Q2 2026 in Review

Clark Wealth Partners held its BlackRock US Equity Factor Rotation ETF (DYNF) position steady in Q2 2026 at 2,272 shares worth $155K. The position accounts for 0.09% of the portfolio, ranked #60.

Clark Wealth Partners first reported a position in DYNF in Q1 2025 and has held it in 6 quarters since. The position peaked at $157K in Q1 2025. 856 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Clark Wealth Partners held 2,272 shares of BlackRock US Equity Factor Rotation ETF worth $155K as of Q2 2026.
Clark Wealth Partners left its BlackRock US Equity Factor Rotation ETF share count unchanged in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up 0.09% of Clark Wealth Partners's portfolio in Q2 2026, its #60 holding.
Clark Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 6 quarters since.
Clark Wealth Partners's BlackRock US Equity Factor Rotation ETF position peaked at $157K in Q1 2025.
856 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.