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

Keystone 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 Q2	$6.67M	Buy	98,098 +2,473	+3%	+$161K	1.24%	15
2026 Q1	$5.56M	Buy	95,625 +33,289	+53%	+$2.02M	1.19%	16
2025 Q4	$3.79M	Buy	62,336 +1,967	+3%	+$118K	0.8%	29
2025 Q3	$3.57M	Buy	60,369 +2,683	+5%	+$152K	0.78%	27
2025 Q2	$3.14M	Sell	57,686 -44	-0.1%	-$2.21K	0.76%	27
2025 Q1	$2.81M	Buy	57,730 +433	+0.8%	+$22.3K	0.76%	31
2024 Q4	$2.94M	Buy	+57,297	New	+$2.95M	0.78%	29

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

Keystone Wealth Services's DYNF Position: Q2 2026 in Review

Keystone Wealth Services increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.6% in Q2 2026, buying an estimated $161K and bringing the position to 98,098 shares worth $6.67M. The position accounts for 1.24% of the portfolio, ranked #15.

Keystone Wealth Services first reported a position in DYNF in Q4 2024 and has held it in 7 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Keystone Wealth Services held 98,098 shares of BlackRock US Equity Factor Rotation ETF worth $6.67M as of Q2 2026.
Keystone Wealth Services bought 2,473 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $161K.
BlackRock US Equity Factor Rotation ETF made up 1.24% of Keystone Wealth Services's portfolio in Q2 2026, its #15 holding.
Keystone Wealth Services first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 7 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.