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

Everpar 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	$5.14M	Buy	75,619 +15,065	+25%	+$980K	1.46%	13
2026 Q1	$3.52M	Buy	60,554 +10,413	+21%	+$630K	1.21%	16
2025 Q4	$3.05M	Buy	50,141 +37,239	+289%	+$2.24M	1.13%	16
2025 Q3	$764K	Buy	12,902 +656	+5%	+$37.2K	0.3%	73
2025 Q2	$667K	Buy	12,246 +3,112	+34%	+$156K	0.3%	75
2025 Q1	$445K	Buy	9,134 +2,239	+32%	+$115K	0.24%	117
2024 Q4	$353K	Sell	6,895 -41	-0.6%	-$2.11K	0.18%	156
2024 Q3	$343K	Buy	6,936 +1,436	+26%	+$68.4K	0.18%	168
2024 Q2	$258K	Buy	+5,500	New	+$246K	0.13%	212

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

Everpar Advisors's DYNF Position: Q2 2026 in Review

Everpar Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 25% in Q2 2026, buying an estimated $980K and bringing the position to 75,619 shares worth $5.14M. The position accounts for 1.46% of the portfolio, ranked #13.

Everpar Advisors first reported a position in DYNF in Q2 2024 and has held it in 9 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Everpar Advisors held 75,619 shares of BlackRock US Equity Factor Rotation ETF worth $5.14M as of Q2 2026.
Everpar Advisors bought 15,065 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $980K.
BlackRock US Equity Factor Rotation ETF made up 1.46% of Everpar Advisors's portfolio in Q2 2026, its #13 holding.
Everpar Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 9 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.