Elevation Capital Advisory’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Elevation Capital Advisory’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	-20,692	Closed	-$1.2M	–	64
2026 Q1	$1.2M	Buy	20,692 +8,530	+70%	+$516K	0.51%	47
2025 Q4	$740K	Buy	+12,162	New	+$731K	0.3%	55

Other funds holding DYNF

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Elevation Capital Advisory's DYNF Position: Q2 2026 in Review

Elevation Capital Advisory sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026, closing a stake of 20,692 shares — an estimated $1.2M sold.

Elevation Capital Advisory first reported a position in DYNF in Q4 2025 and held it in 2 quarters. The position peaked at $1.2M in Q1 2026. 338 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Elevation Capital Advisory reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2026 after selling out during the quarter.
Elevation Capital Advisory sold 20,692 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.2M.
Elevation Capital Advisory first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and held it in 2 quarters.
Elevation Capital Advisory's BlackRock US Equity Factor Rotation ETF position peaked at $1.2M in Q1 2026.
338 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.