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

Cypress Wealth Services’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 		$29.3M Buy
430,577
+20,961
+5% +$1.36M 3.59% 4
2026
Q1 		$23.8M Sell
409,616
-9,236
-2% -$559K 3.36% 4
2025
Q4 		$25.5M Buy
418,852
+34,236
+9% +$2.06M 3.52% 4
2025
Q3 		$22.8M Buy
384,616
+22,092
+6% +$1.25M 3.73% 5
2025
Q2 		$19.7M Buy
362,524
+14,979
+4% +$751K 3.53% 5
2025
Q1 		$16.9M Buy
347,545
+27,497
+9% +$1.41M 3.44% 5
2024
Q4 		$16.4M Buy
320,048
+11,863
+4% +$611K 3.29% 6
2024
Q3 		$15.2M Buy
308,185
+2,743
+0.9% +$131K 3.15% 6
2024
Q2 		$14.3M Buy
305,442
+35,237
+13% +$1.58M 3.19% 6
2024
Q1 		$12M Buy
+270,205
New +$11.3M 2.79% 5

Other funds holding DYNF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Cypress Wealth Services's DYNF Position: Q2 2026 in Review

Cypress Wealth Services increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 5.1% in Q2 2026, buying an estimated $1.36M and bringing the position to 430,577 shares worth $29.3M. The position accounts for 3.59% of the portfolio, ranked #4.

Cypress Wealth Services first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 236 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Cypress Wealth Services held 430,577 shares of BlackRock US Equity Factor Rotation ETF worth $29.3M as of Q2 2026.
  • Cypress Wealth Services bought 20,961 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.36M.
  • BlackRock US Equity Factor Rotation ETF made up 3.59% of Cypress Wealth Services's portfolio in Q2 2026, its #4 holding.
  • Cypress Wealth Services first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
  • 236 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.