KPP Advisory Services’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

KPP Advisory 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	$420K	Buy	6,171 +684	+12%	+$44.5K	0.05%	255
2026 Q1	$319K	Sell	5,487 -759	-12%	-$46K	0.05%	278
2025 Q4	$380K	Buy	6,246 +1,112	+22%	+$66.9K	0.06%	234
2025 Q3	$304K	Buy	5,134 +674	+15%	+$38.2K	0.05%	270
2025 Q2	$243K	Buy	+4,460	New	+$224K	0.04%	279

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

KPP Advisory Services's DYNF Position: Q2 2026 in Review

KPP Advisory Services increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 12% in Q2 2026, buying an estimated $44.5K and bringing the position to 6,171 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #255.

KPP Advisory Services first reported a position in DYNF in Q2 2025 and has held it in 5 quarters since. 888 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

KPP Advisory Services held 6,171 shares of BlackRock US Equity Factor Rotation ETF worth $420K as of Q2 2026.
KPP Advisory Services bought 684 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $44.5K.
BlackRock US Equity Factor Rotation ETF made up 0.05% of KPP Advisory Services's portfolio in Q2 2026, its #255 holding.
KPP Advisory Services first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 5 quarters since.
888 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.