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Congress Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Congress Wealth Management’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
2025
Q2 		$1.28M Buy
23,544
+11
+0% +$552 0.01% 649
2025
Q1 		$1.15M Buy
+23,533
New +$1.21M 0.01% 603

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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 19.28% 1-Year Est. Return

Congress Wealth Management's DYNF Position: Q2 2025 in Review

Congress Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.05% in Q2 2025, buying an estimated $552 and bringing the position to 23,544 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #649.

Congress Wealth Management first reported a position in DYNF in Q1 2025 and has held it in 2 quarters since. 605 funds tracked by Wall St. Rank hold DYNF as of Q2 2025.

  • Congress Wealth Management held 23,544 shares of BlackRock US Equity Factor Rotation ETF worth $1.28M as of Q2 2025.
  • Congress Wealth Management bought 11 BlackRock US Equity Factor Rotation ETF shares in Q2 2025, an estimated $552.
  • BlackRock US Equity Factor Rotation ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #649 holding.
  • Congress Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 2 quarters since.
  • 605 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.