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

Golden State 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 Q1	$10.6M	Buy	182,364 +148,265	+435%	+$8.98M	1.16%	16
2025 Q4	$2.07M	Buy	34,099 +4,943	+17%	+$297K	0.22%	90
2025 Q3	$1.73M	Buy	29,156 +1,059	+4%	+$60.1K	0.19%	97
2025 Q2	$1.53M	Buy	28,097 +3,354	+14%	+$168K	0.19%	104
2025 Q1	$1.21M	Buy	24,743 +3,183	+15%	+$164K	0.18%	103
2024 Q4	$1.1M	Buy	+21,560	New	+$1.11M	0.17%	106

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Golden State Wealth Management's DYNF Position: Q1 2026 in Review

Golden State Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 435% in Q1 2026, buying an estimated $8.98M and bringing the position to 182,364 shares worth $10.6M. The position accounts for 1.16% of the portfolio, ranked #16.

Golden State Wealth Management first reported a position in DYNF in Q4 2024 and has held it in 6 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Golden State Wealth Management held 182,364 shares of BlackRock US Equity Factor Rotation ETF worth $10.6M as of Q1 2026.
Golden State Wealth Management bought 148,265 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $8.98M.
BlackRock US Equity Factor Rotation ETF made up 1.16% of Golden State Wealth Management's portfolio in Q1 2026, its #16 holding.
Golden State Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 6 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.