KWS
DYNF icon

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
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

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return