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Consolidated Portfolio Review Corp’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Consolidated Portfolio Review Corp’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
Q4 		– Sell
-11,610
Closed -$687K – 137
2025
Q3 		$687K Sell
11,610
-813
-7% -$46.1K 0.09% 227
2025
Q2 		$677K Buy
+12,423
New +$623K 0.09% 213

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Consolidated Portfolio Review Corp's DYNF Position: Q4 2025 in Review

Consolidated Portfolio Review Corp sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q4 2025, closing a stake of 11,610 shares — an estimated $687K sold.

Consolidated Portfolio Review Corp first reported a position in DYNF in Q2 2025 and held it in 2 quarters. The position peaked at $687K in Q3 2025. 787 funds tracked by Wall St. Rank hold DYNF as of Q4 2025.

  • Consolidated Portfolio Review Corp reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 11,610 BlackRock US Equity Factor Rotation ETF shares in Q4 2025, an estimated $687K.
  • Consolidated Portfolio Review Corp first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's BlackRock US Equity Factor Rotation ETF position peaked at $687K in Q3 2025.
  • 787 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q4 2025.

Based on Consolidated Portfolio Review Corp's 13F filing for Q4 2025, filed 26 Jan 2026.