Madison Wealth Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Madison Wealth Partners’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 Q1	$35.5M	Buy	609,740 +18,655	+3%	+$1.13M	5.66%	4
2025 Q4	$35.9M	Buy	591,085 +25,396	+4%	+$1.53M	6.56%	4
2025 Q3	$33.5M	Buy	565,689 +76,916	+16%	+$4.36M	6.62%	4
2025 Q2	$26.6M	Buy	488,773 +29,849	+7%	+$1.5M	5.81%	6
2025 Q1	$22.4M	Buy	+458,924	New	+$23.6M	5.52%	6

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Madison Wealth Partners's DYNF Position: Q1 2026 in Review

Madison Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.2% in Q1 2026, buying an estimated $1.13M and bringing the position to 609,740 shares worth $35.5M. The position accounts for 5.66% of the portfolio, ranked #4.

Madison Wealth Partners first reported a position in DYNF in Q1 2025 and has held it in 5 quarters since. The position peaked at $35.9M in Q4 2025. 822 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Madison Wealth Partners held 609,740 shares of BlackRock US Equity Factor Rotation ETF worth $35.5M as of Q1 2026.
Madison Wealth Partners bought 18,655 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $1.13M.
BlackRock US Equity Factor Rotation ETF made up 5.66% of Madison Wealth Partners's portfolio in Q1 2026, its #4 holding.
Madison Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 5 quarters since.
Madison Wealth Partners's BlackRock US Equity Factor Rotation ETF position peaked at $35.9M in Q4 2025.
822 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.