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Global Wealth Strategies & Associates’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Global Wealth Strategies & Associates’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 		$25.7M Buy
377,330
+21,739
+6% +$1.41M 4.86% 5
2026
Q1 		$20.7M Buy
+355,591
New +$21.5M 5.08% 5

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
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

Global Wealth Strategies & Associates's DYNF Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 6.1% in Q2 2026, buying an estimated $1.41M and bringing the position to 377,330 shares worth $25.7M. The position accounts for 4.86% of the portfolio, ranked #5.

Global Wealth Strategies & Associates first reported a position in DYNF in Q1 2026 and has held it in 2 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Global Wealth Strategies & Associates held 377,330 shares of BlackRock US Equity Factor Rotation ETF worth $25.7M as of Q2 2026.
  • Global Wealth Strategies & Associates bought 21,739 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.41M.
  • BlackRock US Equity Factor Rotation ETF made up 4.86% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #5 holding.
  • Global Wealth Strategies & Associates first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2026 and has held it in 2 quarters since.
  • 887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.