Guardian Wealth Advisors (North Carolina)’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-1,823	Closed	-$106K	–	421
2026 Q1	$106K	Buy	+1,823	New	+$110K	0.01%	391
2025 Q3	–	Sell	-2,294	Closed	-$125K	–	388
2025 Q2	$125K	Sell	2,294 -3,099	-57%	-$155K	0.01%	351
2025 Q1	$263K	Sell	5,393 -347	-6%	-$17.8K	0.02%	269
2024 Q4	$294K	Buy	+5,740	New	+$295K	0.02%	251

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

Guardian Wealth Advisors (North Carolina)'s DYNF Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026, closing a stake of 1,823 shares — an estimated $106K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in DYNF in Q4 2024 and held it in 4 quarters. The position peaked at $294K in Q4 2024. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 1,823 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $106K.
Guardian Wealth Advisors (North Carolina) first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s BlackRock US Equity Factor Rotation ETF position peaked at $294K in Q4 2024.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.