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

Curio Wealth’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 		– Sell
-734
Closed -$42.7K – 383
2026
Q1 		$42.7K Hold
734
– – 0.01% 139
2025
Q4 		$45.3K Buy
+734
New +$44.1K 0.02% 145

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
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

Curio Wealth's DYNF Position: Q2 2026 in Review

Curio Wealth sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026, closing a stake of 734 shares — an estimated $42.7K sold.

Curio Wealth first reported a position in DYNF in Q4 2025 and held it in 2 quarters. The position peaked at $45.3K in Q4 2025. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Curio Wealth reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 734 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $42.7K.
  • Curio Wealth first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and held it in 2 quarters.
  • Curio Wealth's BlackRock US Equity Factor Rotation ETF position peaked at $45.3K in Q4 2025.
  • 887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.