Kestra Private Wealth Services’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Kestra Private Wealth Services’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 Q3	$26.4M	Buy	381,412 +8,389	+2%	+$577K	0.28%	67
2026 Q2	$25.4M	Sell	373,023 -49,100	-12%	-$3.19M	0.28%	69
2026 Q1	$24.6M	Buy	422,123 +3,046	+0.7%	+$184K	0.3%	66
2025 Q4	$25.5M	Buy	419,077 +95,922	+30%	+$5.77M	0.32%	61
2025 Q3	$19.1M	Buy	323,155 +57,844	+22%	+$3.28M	0.25%	84
2025 Q2	$14.4M	Sell	265,311 -133,407	-33%	-$6.69M	0.21%	106
2025 Q1	$19.4M	Buy	398,718 +118,271	+42%	+$6.08M	0.32%	61
2024 Q4	$14.4M	Buy	280,447 +106,059	+61%	+$5.46M	0.24%	88
2024 Q3	$8.63M	Buy	+174,388	New	+$8.31M	0.16%	145

Other funds holding DYNF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Kestra Private Wealth Services's DYNF Position: Q3 2026 in Review

Kestra Private Wealth Services increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.2% in Q3 2026, buying an estimated $577K and bringing the position to 381,412 shares worth $26.4M. The position accounts for 0.28% of the portfolio, ranked #67.

Kestra Private Wealth Services first reported a position in DYNF in Q3 2024 and has held it in 9 quarters since. 755 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Kestra Private Wealth Services held 381,412 shares of BlackRock US Equity Factor Rotation ETF worth $26.4M as of Q3 2026.
Kestra Private Wealth Services bought 8,389 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $577K.
BlackRock US Equity Factor Rotation ETF made up 0.28% of Kestra Private Wealth Services's portfolio in Q3 2026, its #67 holding.
Kestra Private Wealth Services first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2024 and has held it in 9 quarters since.
755 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.