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Maxwell Wealth Strategies’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Maxwell Wealth Strategies’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
2024
Q4 		$6.7M Buy
130,749
+7,081
+6% +$364K 2.74% 8
2024
Q3 		$6.23M Buy
123,668
+5,971
+5% +$284K 2.65% 7
2024
Q2 		$5.52M Sell
117,697
-3,527
-3% -$158K 2.71% 5
2024
Q1 		$5.42M Buy
+121,224
New +$5.09M 2.75% 4

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Maxwell Wealth Strategies's DYNF Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 5.7% in Q4 2024, buying an estimated $364K and bringing the position to 130,749 shares worth $6.7M. The position accounts for 2.74% of the portfolio, ranked #8.

Maxwell Wealth Strategies first reported a position in DYNF in Q1 2024 and has held it in 4 quarters since. 528 funds tracked by Wall St. Rank hold DYNF as of Q4 2024.

  • Maxwell Wealth Strategies held 130,749 shares of BlackRock US Equity Factor Rotation ETF worth $6.7M as of Q4 2024.
  • Maxwell Wealth Strategies bought 7,081 BlackRock US Equity Factor Rotation ETF shares in Q4 2024, an estimated $364K.
  • BlackRock US Equity Factor Rotation ETF made up 2.74% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #8 holding.
  • Maxwell Wealth Strategies first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 4 quarters since.
  • 528 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.