Kelly Financial Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Kelly Financial Group’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	$399K	Sell	5,865 -41	-0.7%	-$2.67K	0.09%	65
2026 Q1	$344K	Buy	5,906 +190	+3%	+$11.5K	0.09%	68
2025 Q4	$348K	Sell	5,716 -94	-2%	-$5.65K	0.09%	63
2025 Q3	$344K	Buy	5,810 +23	+0.4%	+$1.3K	0.09%	60
2025 Q2	$315K	Sell	5,787 -635	-10%	-$31.9K	0.09%	63
2025 Q1	$313K	Buy	6,422 +162	+3%	+$8.33K	0.1%	63
2024 Q4	$321K	Buy	+6,260	New	+$322K	0.11%	54

Other funds holding DYNF

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

EFG

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Kelly Financial Group's DYNF Position: Q2 2026 in Review

Kelly Financial Group reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.69% in Q2 2026, selling an estimated $2.67K and leaving 5,865 shares worth $399K. The position accounts for 0.09% of the portfolio, ranked #65.

Kelly Financial Group first reported a position in DYNF in Q4 2024 and has held it in 7 quarters since. 281 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Kelly Financial Group held 5,865 shares of BlackRock US Equity Factor Rotation ETF worth $399K as of Q2 2026.
Kelly Financial Group sold 41 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $2.67K.
BlackRock US Equity Factor Rotation ETF made up 0.09% of Kelly Financial Group's portfolio in Q2 2026, its #65 holding.
Kelly Financial Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 7 quarters since.
281 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.