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DYNF icon

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

Fortitude Financial’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 		$16M Sell
235,866
-8,143
-3% -$530K 14.41% 3
2026
Q1 		$14.2M Buy
244,009
+11,440
+5% +$693K 7.51% 5
2025
Q4 		$14.1M Buy
232,569
+12,089
+5% +$727K 12% 4
2025
Q3 		$13.1M Buy
220,480
+10,400
+5% +$590K 10.74% 4
2025
Q2 		$11.4M Buy
+210,080
New +$10.5M 10.17% 4

Other funds holding DYNF

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Fortitude Financial's DYNF Position: Q2 2026 in Review

Fortitude Financial reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.3% in Q2 2026, selling an estimated $530K and leaving 235,866 shares worth $16M. The position accounts for 14.41% of the portfolio, ranked #3.

Fortitude Financial first reported a position in DYNF in Q2 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Fortitude Financial held 235,866 shares of BlackRock US Equity Factor Rotation ETF worth $16M as of Q2 2026.
  • Fortitude Financial sold 8,143 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $530K.
  • BlackRock US Equity Factor Rotation ETF made up 14.41% of Fortitude Financial's portfolio in Q2 2026, its #3 holding.
  • Fortitude Financial first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Fortitude Financial's 13F filing for Q2 2026, filed 9 Jul 2026.