Creative Financial Designs’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Creative Financial Designs’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	$5.3M	Buy	91,177 +1,822	+2%	+$110K	0.32%	73
2025 Q4	$5.43M	Buy	89,355 +5,319	+6%	+$320K	0.34%	67
2025 Q3	$4.97M	Buy	84,036 +2,973	+4%	+$169K	0.33%	68
2025 Q2	$4.41M	Buy	81,063 +8,784	+12%	+$441K	0.32%	73
2025 Q1	$3.52M	Buy	72,279 +17,405	+32%	+$895K	0.28%	78
2024 Q4	$2.81M	Buy	54,874 +15,037	+38%	+$774K	0.23%	95
2024 Q3	$1.97M	Buy	39,837 +1,643	+4%	+$78.3K	0.17%	121
2024 Q2	$1.79M	Buy	38,194 +23,167	+154%	+$1.04M	0.16%	120
2024 Q1	$667K	Buy	+15,027	New	+$630K	0.06%	217

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

Creative Financial Designs's DYNF Position: Q1 2026 in Review

Creative Financial Designs increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2% in Q1 2026, buying an estimated $110K and bringing the position to 91,177 shares worth $5.3M. The position accounts for 0.32% of the portfolio, ranked #73.

Creative Financial Designs first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.43M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Creative Financial Designs held 91,177 shares of BlackRock US Equity Factor Rotation ETF worth $5.3M as of Q1 2026.
Creative Financial Designs bought 1,822 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $110K.
BlackRock US Equity Factor Rotation ETF made up 0.32% of Creative Financial Designs's portfolio in Q1 2026, its #73 holding.
Creative Financial Designs first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
Creative Financial Designs's BlackRock US Equity Factor Rotation ETF position peaked at $5.43M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.