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Coppell Advisory Solutions’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-29,939
Closed -$1.83M – 96
2025
Q4 		$1.83M Buy
29,939
+597
+2% +$35.9K 0.18% 117
2025
Q3 		$1.73M Buy
+29,342
New +$1.66M 0.18% 121

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

Coppell Advisory Solutions's DYNF Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2026, closing a stake of 29,939 shares — an estimated $1.83M sold.

Coppell Advisory Solutions first reported a position in DYNF in Q3 2025 and held it in 2 quarters. The position peaked at $1.83M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 29,939 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $1.83M.
  • Coppell Advisory Solutions first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and held it in 2 quarters.
  • Coppell Advisory Solutions's BlackRock US Equity Factor Rotation ETF position peaked at $1.83M in Q4 2025.
  • 821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.