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 Q2	$20.3K	Buy	+28,525	New	+$1.86M	﹤0.01%	481
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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

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

Coppell Advisory Solutions's DYNF Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 28,525 shares worth $20.3K. The stake represents ﹤0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in DYNF as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in DYNF in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.83M in Q4 2025. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Coppell Advisory Solutions held 28,525 shares of BlackRock US Equity Factor Rotation ETF worth $20.3K as of Q2 2026.
BlackRock US Equity Factor Rotation ETF was a new Coppell Advisory Solutions position in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #481 holding.
Coppell Advisory Solutions first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 3 quarters since.
Coppell Advisory Solutions's BlackRock US Equity Factor Rotation ETF position peaked at $1.83M in Q4 2025.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.