Marks Group Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Marks Group Wealth Management’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	$13.9M	Buy	239,427 +220,818	+1,187%	+$13.4M	1.34%	10
2025 Q4	$1.13M	Buy	18,609 +14,884	+400%	+$895K	0.11%	177
2025 Q3	$221K	Hold	3,725	–	–	0.02%	285
2025 Q2	$203K	Buy	+3,725	New	+$187K	0.02%	287
2025 Q1	–	Sell	-3,927	Closed	-$201K	–	303
2024 Q4	$201K	Buy	+3,927	New	+$202K	0.02%	281

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Marks Group Wealth Management's DYNF Position: Q1 2026 in Review

Marks Group Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1,187% in Q1 2026, buying an estimated $13.4M and bringing the position to 239,427 shares worth $13.9M. The position accounts for 1.34% of the portfolio, ranked #10.

Marks Group Wealth Management first reported a position in DYNF in Q4 2024 and has held it in 5 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Marks Group Wealth Management held 239,427 shares of BlackRock US Equity Factor Rotation ETF worth $13.9M as of Q1 2026.
Marks Group Wealth Management bought 220,818 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $13.4M.
BlackRock US Equity Factor Rotation ETF made up 1.34% of Marks Group Wealth Management's portfolio in Q1 2026, its #10 holding.
Marks Group Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 5 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.