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

Cyndeo Wealth Partners’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	$7.42M	Sell	109,044 -780	-0.7%	-$50.7K	0.35%	85
2026 Q1	$6.39M	Buy	109,824 +11,238	+11%	+$680K	0.34%	85
2025 Q4	$6M	Sell	98,586 -361	-0.4%	-$21.7K	0.32%	86
2025 Q3	$5.86M	Buy	98,947 +2,394	+2%	+$136K	0.33%	85
2025 Q2	$5.26M	Buy	96,553 +608	+0.6%	+$30.5K	0.31%	89
2025 Q1	$4.68M	Buy	95,945 +4,434	+5%	+$228K	0.31%	95
2024 Q4	$4.69M	Buy	91,511 +610	+0.7%	+$31.4K	0.32%	88
2024 Q3	$4.5M	Buy	90,901 +13,204	+17%	+$629K	0.31%	86
2024 Q2	$3.65M	Buy	+77,697	New	+$3.48M	0.29%	103

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

Cyndeo Wealth Partners's DYNF Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.71% in Q2 2026, selling an estimated $50.7K and leaving 109,044 shares worth $7.42M. The position accounts for 0.35% of the portfolio, ranked #85.

Cyndeo Wealth Partners first reported a position in DYNF in Q2 2024 and has held it in 9 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Cyndeo Wealth Partners held 109,044 shares of BlackRock US Equity Factor Rotation ETF worth $7.42M as of Q2 2026.
Cyndeo Wealth Partners sold 780 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $50.7K.
BlackRock US Equity Factor Rotation ETF made up 0.35% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #85 holding.
Cyndeo Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 9 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.