Financial Gravity Asset Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Financial Gravity Asset Management’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 Q1	$10K	Hold	172	–	–	﹤0.01%	572
2025 Q4	$10.5K	Hold	172	–	–	﹤0.01%	477
2025 Q3	$10.2K	Buy	+172	New	+$9.76K	﹤0.01%	565
2025 Q1	$8.39K	Buy	+172	New	+$8.84K	﹤0.01%	645
2024 Q2	$8.07K	Buy	+172	New	+$7.7K	﹤0.01%	525

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

Financial Gravity Asset Management's DYNF Position: Q1 2026 in Review

Financial Gravity Asset Management held its BlackRock US Equity Factor Rotation ETF (DYNF) position steady in Q1 2026 at 172 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Financial Gravity Asset Management first reported a position in DYNF in Q2 2024 and has held it in 5 quarters since. The position peaked at $10.5K in Q4 2025. 824 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Financial Gravity Asset Management held 172 shares of BlackRock US Equity Factor Rotation ETF worth $10K as of Q1 2026.
Financial Gravity Asset Management left its BlackRock US Equity Factor Rotation ETF share count unchanged in Q1 2026.
BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #572 holding.
Financial Gravity Asset Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 5 quarters since.
Financial Gravity Asset Management's BlackRock US Equity Factor Rotation ETF position peaked at $10.5K in Q4 2025.
824 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.