Kingsview Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Kingsview Wealth 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	$22.9M	Buy	337,355 +9,417	+3%	+$613K	0.28%	61
2026 Q1	$19.1M	Sell	327,938 -18,193	-5%	-$1.1M	0.26%	71
2025 Q4	$21M	Buy	346,131 +91,558	+36%	+$5.51M	0.3%	60
2025 Q3	$15.1M	Buy	254,573 +165,558	+186%	+$9.39M	0.23%	83
2025 Q2	$4.85M	Buy	89,015 +3,768	+4%	+$189K	0.08%	256
2025 Q1	$4.16M	Buy	85,247 +18,162	+27%	+$933K	0.08%	245
2024 Q4	$3.44M	Buy	67,085 +35,391	+112%	+$1.82M	0.07%	273
2024 Q3	$1.57M	Buy	31,694 +10,349	+48%	+$493K	0.03%	427
2024 Q2	$1M	Buy	+21,345	New	+$955K	0.02%	507

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

Kingsview Wealth Management's DYNF Position: Q2 2026 in Review

Kingsview Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.9% in Q2 2026, buying an estimated $613K and bringing the position to 337,355 shares worth $22.9M. The position accounts for 0.28% of the portfolio, ranked #61.

Kingsview Wealth Management first reported a position in DYNF in Q2 2024 and has held it in 9 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Kingsview Wealth Management held 337,355 shares of BlackRock US Equity Factor Rotation ETF worth $22.9M as of Q2 2026.
Kingsview Wealth Management bought 9,417 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $613K.
BlackRock US Equity Factor Rotation ETF made up 0.28% of Kingsview Wealth Management's portfolio in Q2 2026, its #61 holding.
Kingsview Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 9 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.