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 Q2	$6.06M	Sell	89,112 -2,065	-2%	-$134K	0.29%	78
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 $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

Creative Financial Designs's DYNF Position: Q2 2026 in Review

Creative Financial Designs reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.3% in Q2 2026, selling an estimated $134K and leaving 89,112 shares worth $6.06M. The position accounts for 0.29% of the portfolio, ranked #78.

Creative Financial Designs first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Creative Financial Designs held 89,112 shares of BlackRock US Equity Factor Rotation ETF worth $6.06M as of Q2 2026.
Creative Financial Designs sold 2,065 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $134K.
BlackRock US Equity Factor Rotation ETF made up 0.29% of Creative Financial Designs's portfolio in Q2 2026, its #78 holding.
Creative Financial Designs first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.