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

Investment Partners Asset 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 		$401K Sell
5,902
-770
-12% -$50.1K 0.22% 120
2026
Q1 		$388K Buy
6,672
+1,718
+35% +$104K 0.24% 110
2025
Q4 		$301K Buy
+4,954
New +$298K 0.19% 130

Other funds holding DYNF

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
TFGT
TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

Investment Partners Asset Management's DYNF Position: Q2 2026 in Review

Investment Partners Asset Management reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 12% in Q2 2026, selling an estimated $50.1K and leaving 5,902 shares worth $401K. The position accounts for 0.22% of the portfolio, ranked #120.

Investment Partners Asset Management first reported a position in DYNF in Q4 2025 and has held it in 3 quarters since. 347 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Investment Partners Asset Management held 5,902 shares of BlackRock US Equity Factor Rotation ETF worth $401K as of Q2 2026.
  • Investment Partners Asset Management sold 770 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $50.1K.
  • BlackRock US Equity Factor Rotation ETF made up 0.22% of Investment Partners Asset Management's portfolio in Q2 2026, its #120 holding.
  • Investment Partners Asset Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 3 quarters since.
  • 347 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.