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Goelzer Investment Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Goelzer Investment 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 		$288K Buy
4,232
+655
+18% +$42.6K 0.01% 275
2026
Q1 		$208K Buy
+3,577
New +$217K 0.01% 295

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

Goelzer Investment Management's DYNF Position: Q2 2026 in Review

Goelzer Investment Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 18% in Q2 2026, buying an estimated $42.6K and bringing the position to 4,232 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #275.

Goelzer Investment Management 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.

  • Goelzer Investment Management held 4,232 shares of BlackRock US Equity Factor Rotation ETF worth $288K as of Q2 2026.
  • Goelzer Investment Management bought 655 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $42.6K.
  • BlackRock US Equity Factor Rotation ETF made up 0.01% of Goelzer Investment Management's portfolio in Q2 2026, its #275 holding.
  • Goelzer Investment Management 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 Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.