Crewe Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Crewe Advisors’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	$203K	Buy	2,988 +293	+11%	+$19.1K	0.01%	234
2026 Q1	$157K	Hold	2,695	–	–	0.01%	231
2025 Q4	$164K	Sell	2,695 -335	-11%	-$20.1K	0.01%	225
2025 Q3	$179K	Hold	3,030	–	–	0.02%	221
2025 Q2	$165K	Buy	+3,030	New	+$152K	0.02%	178
2024 Q4	–	Sell	-112	Closed	-$5.54K	–	689
2024 Q3	$5.54K	Hold	112	–	–	﹤0.01%	567
2024 Q2	$5.26K	Buy	112 +50	+81%	+$2.24K	﹤0.01%	788
2024 Q1	$2.75K	Buy	+62	New	+$2.6K	﹤0.01%	826

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

Crewe Advisors's DYNF Position: Q2 2026 in Review

Crewe Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 11% in Q2 2026, buying an estimated $19.1K and bringing the position to 2,988 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #234.

Crewe Advisors first reported a position in DYNF in Q1 2024 and has held it in 8 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Crewe Advisors held 2,988 shares of BlackRock US Equity Factor Rotation ETF worth $203K as of Q2 2026.
Crewe Advisors bought 293 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $19.1K.
BlackRock US Equity Factor Rotation ETF made up 0.01% of Crewe Advisors's portfolio in Q2 2026, its #234 holding.
Crewe Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 8 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.