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Clearstead Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Clearstead 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
Q1 		$165K Buy
+2,835
New +$172K ﹤0.01% 1023
2025
Q3 		– Sell
-416
Closed -$22.7K – 3138
2025
Q2 		$22.7K Sell
416
-346
-45% -$17.4K ﹤0.01% 1572
2025
Q1 		$37.2K Buy
+762
New +$39.2K ﹤0.01% 1248

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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Clearstead Advisors's DYNF Position: Q1 2026 in Review

Clearstead Advisors opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2026: 2,835 shares worth $165K. The stake represents ﹤0.01% of the portfolio and ranks #1023 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in DYNF as recently as Q2 2025.

Clearstead Advisors first reported a position in DYNF in Q1 2025 and has held it in 3 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Clearstead Advisors held 2,835 shares of BlackRock US Equity Factor Rotation ETF worth $165K as of Q1 2026.
  • BlackRock US Equity Factor Rotation ETF was a new Clearstead Advisors position in Q1 2026.
  • BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1023 holding.
  • Clearstead Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 3 quarters since.
  • 821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.