FLP Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

FLP Wealth 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 Q2	$1.28M	Buy	18,868 +1,295	+7%	+$84.3K	2.28%	14
2026 Q1	$1.02M	Buy	17,573 +2,450	+16%	+$148K	2.11%	15
2025 Q4	$920K	Buy	15,123 +3,179	+27%	+$191K	2.18%	13
2025 Q3	$707K	Sell	11,944 -2,191	-16%	-$124K	1.99%	14
2025 Q2	$770K	Buy	14,135 +312	+2%	+$15.7K	2.16%	12
2025 Q1	$674K	Buy	13,823 +1,751	+15%	+$90K	2.14%	16
2024 Q4	$619K	Buy	+12,072	New	+$621K	1.58%	16

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

FLP Wealth Management's DYNF Position: Q2 2026 in Review

FLP Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 7.4% in Q2 2026, buying an estimated $84.3K and bringing the position to 18,868 shares worth $1.28M. The position accounts for 2.28% of the portfolio, ranked #14.

FLP Wealth Management first reported a position in DYNF in Q4 2024 and has held it in 7 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

FLP Wealth Management held 18,868 shares of BlackRock US Equity Factor Rotation ETF worth $1.28M as of Q2 2026.
FLP Wealth Management bought 1,295 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $84.3K.
BlackRock US Equity Factor Rotation ETF made up 2.28% of FLP Wealth Management's portfolio in Q2 2026, its #14 holding.
FLP Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 7 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.