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HHM Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

HHM Wealth Advisors’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
2025
Q4 		– Sell
-328
Closed -$19.4K – 866
2025
Q3 		$19.4K Buy
+328
New +$18.6K ﹤0.01% 518

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

HHM Wealth Advisors's DYNF Position: Q4 2025 in Review

HHM Wealth Advisors sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q4 2025, closing a stake of 328 shares — an estimated $19.4K sold.

HHM Wealth Advisors first reported a position in DYNF in Q3 2025 and held it in 1 quarter. The position peaked at $19.4K in Q3 2025. 787 funds tracked by Wall St. Rank hold DYNF as of Q4 2025.

  • HHM Wealth Advisors reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 328 BlackRock US Equity Factor Rotation ETF shares in Q4 2025, an estimated $19.4K.
  • HHM Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and held it in 1 quarter.
  • HHM Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $19.4K in Q3 2025.
  • 787 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q4 2025.

Based on HHM Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.