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

Gilliland Jeter 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	$2.37M	Buy	34,822 +6,322	+22%	+$411K	0.62%	43
2026 Q1	$1.66M	Buy	28,500 +976	+4%	+$59.1K	0.49%	51
2025 Q4	$1.67M	Buy	27,524 +7,112	+35%	+$428K	0.51%	49
2025 Q3	$1.21M	Buy	20,412 +4,684	+30%	+$266K	0.37%	57
2025 Q2	$857K	Buy	15,728 +3,738	+31%	+$188K	0.28%	77
2025 Q1	$585K	Buy	11,990 +1,091	+10%	+$56.1K	0.21%	99
2024 Q4	$559K	Buy	10,899 +3,453	+46%	+$178K	0.19%	102
2024 Q3	$368K	Buy	7,446 +1,539	+26%	+$73.3K	0.12%	131
2024 Q2	$277K	Buy	5,907 +2,353	+66%	+$105K	0.09%	144
2024 Q1	$158K	Buy	+3,554	New	+$149K	0.06%	185

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

Gilliland Jeter Wealth Management's DYNF Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 22% in Q2 2026, buying an estimated $411K and bringing the position to 34,822 shares worth $2.37M. The position accounts for 0.62% of the portfolio, ranked #43.

Gilliland Jeter Wealth Management first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Gilliland Jeter Wealth Management held 34,822 shares of BlackRock US Equity Factor Rotation ETF worth $2.37M as of Q2 2026.
Gilliland Jeter Wealth Management bought 6,322 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $411K.
BlackRock US Equity Factor Rotation ETF made up 0.62% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #43 holding.
Gilliland Jeter Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.