Golden State Equity Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Golden State Equity Partners’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	–	Sell	-120,101	Closed	-$6.99M	–	726
2026 Q1	$6.99M	Buy	120,101 +109,025	+984%	+$6.6M	0.53%	30
2025 Q4	$674K	Buy	11,076 +4,989	+82%	+$300K	0.11%	213
2025 Q3	$360K	Buy	+6,087	New	+$345K	0.06%	322

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

Golden State Equity Partners's DYNF Position: Q2 2026 in Review

Golden State Equity Partners sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026, closing a stake of 120,101 shares — an estimated $6.99M sold.

Golden State Equity Partners first reported a position in DYNF in Q3 2025 and held it in 3 quarters. The position peaked at $6.99M in Q1 2026. 892 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Golden State Equity Partners reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 120,101 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $6.99M.
Golden State Equity Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and held it in 3 quarters.
Golden State Equity Partners's BlackRock US Equity Factor Rotation ETF position peaked at $6.99M in Q1 2026.
892 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.