Financial Services Advisory’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Financial Services 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	$3.56M	Buy	52,287 +32,313	+162%	+$2.1M	0.89%	27
2026 Q1	$1.16M	Sell	19,974 -14,056	-41%	-$851K	0.55%	31
2025 Q4	$2.07M	Buy	34,030 +14,234	+72%	+$856K	0.74%	26
2025 Q3	$1.17M	Buy	+19,796	New	+$1.12M	0.45%	33

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 Services Advisory's DYNF Position: Q2 2026 in Review

Financial Services Advisory increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 162% in Q2 2026, buying an estimated $2.1M and bringing the position to 52,287 shares worth $3.56M. The position accounts for 0.89% of the portfolio, ranked #27.

Financial Services Advisory first reported a position in DYNF in Q3 2025 and has held it in 4 quarters since. 888 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Financial Services Advisory held 52,287 shares of BlackRock US Equity Factor Rotation ETF worth $3.56M as of Q2 2026.
Financial Services Advisory bought 32,313 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $2.1M.
BlackRock US Equity Factor Rotation ETF made up 0.89% of Financial Services Advisory's portfolio in Q2 2026, its #27 holding.
Financial Services Advisory first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 4 quarters since.
888 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Financial Services Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.