Legacy Edge Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Legacy Edge 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	$694K	Buy	10,207 +44	+0.4%	+$2.86K	0.06%	120
2026 Q1	$591K	Sell	10,163 -2,993	-23%	-$181K	0.06%	120
2025 Q4	$800K	Sell	13,156 -613	-4%	-$36.9K	0.09%	103
2025 Q3	$815K	Buy	13,769 +2,182	+19%	+$124K	0.1%	99
2025 Q2	$631K	Sell	11,587 -122	-1%	-$6.12K	0.08%	101
2025 Q1	$571K	Sell	11,709 -140	-1%	-$7.2K	0.09%	99
2024 Q4	$610K	Sell	11,849 -199	-2%	-$10.2K	0.1%	96
2024 Q3	$596K	Sell	12,048 -3,506	-23%	-$167K	0.1%	97
2024 Q2	$730K	Buy	15,554 +4,931	+46%	+$221K	0.13%	86
2024 Q1	$472K	Buy	+10,623	New	+$446K	0.1%	96

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Legacy Edge Advisors's DYNF Position: Q2 2026 in Review

Legacy Edge Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.43% in Q2 2026, buying an estimated $2.86K and bringing the position to 10,207 shares worth $694K. The position accounts for 0.06% of the portfolio, ranked #120.

Legacy Edge Advisors first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $815K in Q3 2025. 892 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Legacy Edge Advisors held 10,207 shares of BlackRock US Equity Factor Rotation ETF worth $694K as of Q2 2026.
Legacy Edge Advisors bought 44 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $2.86K.
BlackRock US Equity Factor Rotation ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #120 holding.
Legacy Edge Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
Legacy Edge Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $815K in Q3 2025.
892 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.