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

LexAurum 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	$1.26M	Sell	18,566 -29	-0.2%	-$1.89K	0.15%	126
2026 Q1	$1.08M	Buy	+18,595	New	+$1.13M	0.14%	133
2025 Q3	$1.03M	Sell	17,473 -88	-0.5%	-$4.99K	0.15%	118
2025 Q2	$956K	Buy	17,561 +1,717	+11%	+$86.1K	0.15%	123
2025 Q1	$773K	Buy	15,844 +1,426	+10%	+$73.3K	0.15%	135
2024 Q4	$739K	Buy	14,418 +40	+0.3%	+$2.06K	0.15%	131
2024 Q3	$711K	Buy	14,378 +576	+4%	+$27.4K	0.16%	122
2024 Q2	$648K	Buy	13,802 +7,281	+112%	+$326K	0.16%	126
2024 Q1	$290K	Buy	+6,521	New	+$274K	0.07%	230

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

LexAurum Advisors's DYNF Position: Q2 2026 in Review

LexAurum Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.16% in Q2 2026, selling an estimated $1.89K and leaving 18,566 shares worth $1.26M. The position accounts for 0.15% of the portfolio, ranked #126.

LexAurum Advisors first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

LexAurum Advisors held 18,566 shares of BlackRock US Equity Factor Rotation ETF worth $1.26M as of Q2 2026.
LexAurum Advisors sold 29 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.89K.
BlackRock US Equity Factor Rotation ETF made up 0.15% of LexAurum Advisors's portfolio in Q2 2026, its #126 holding.
LexAurum Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 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 LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.