Cornerstone Wealth Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Cornerstone Wealth Group’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	$8.49M	Buy	134,483 +4,730	+4%	+$286K	0.54%	47
2025 Q4	$7.89M	Buy	129,753 +19,835	+18%	+$1.19M	0.54%	53
2025 Q3	$6.51M	Buy	109,918 +6,772	+7%	+$384K	0.44%	61
2025 Q2	$5.62M	Buy	103,146 +5,970	+6%	+$300K	0.42%	71
2025 Q1	$4.74M	Buy	+97,176	New	+$4.99M	0.39%	76

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Cornerstone Wealth Group's DYNF Position: Q1 2026 in Review

Cornerstone Wealth Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.6% in Q1 2026, buying an estimated $286K and bringing the position to 134,483 shares worth $8.49M. The position accounts for 0.54% of the portfolio, ranked #47.

Cornerstone Wealth Group first reported a position in DYNF in Q1 2025 and has held it in 5 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Cornerstone Wealth Group held 134,483 shares of BlackRock US Equity Factor Rotation ETF worth $8.49M as of Q1 2026.
Cornerstone Wealth Group bought 4,730 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $286K.
BlackRock US Equity Factor Rotation ETF made up 0.54% of Cornerstone Wealth Group's portfolio in Q1 2026, its #47 holding.
Cornerstone Wealth Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 5 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.