Kingswood Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Kingswood Wealth Advisors’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	$1.16M	Sell	17,115 -3,054	-15%	-$199K	0.05%	372
2026 Q1	$1.17M	Sell	20,169 -3,380	-14%	-$205K	0.06%	345
2025 Q4	$1.43M	Sell	23,549 -3,852	-14%	-$232K	0.07%	281
2025 Q3	$1.62M	Buy	27,401 +7,298	+36%	+$414K	0.1%	213
2025 Q2	$1.09M	Buy	20,103 +961	+5%	+$48.2K	0.09%	249
2025 Q1	$933K	Buy	19,142 +4,769	+33%	+$245K	0.09%	262
2024 Q4	$737K	Buy	14,373 +1,380	+11%	+$71K	0.06%	340
2024 Q3	$643K	Buy	12,993 +1,751	+16%	+$83.4K	0.05%	391
2024 Q2	$528K	Buy	+11,242	New	+$503K	0.05%	373

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

Kingswood Wealth Advisors's DYNF Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 15% in Q2 2026, selling an estimated $199K and leaving 17,115 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #372.

Kingswood Wealth Advisors first reported a position in DYNF in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.62M in Q3 2025. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Kingswood Wealth Advisors held 17,115 shares of BlackRock US Equity Factor Rotation ETF worth $1.16M as of Q2 2026.
Kingswood Wealth Advisors sold 3,054 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $199K.
BlackRock US Equity Factor Rotation ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #372 holding.
Kingswood Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 9 quarters since.
Kingswood Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $1.62M in Q3 2025.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.