Mount Yale Investment Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Mount Yale Investment 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 Q1	$9.6M	Buy	165,059 +89,180	+118%	+$5.4M	0.22%	97
2025 Q4	$4.61M	Buy	+75,879	New	+$4.56M	0.22%	100
2025 Q3	–	Sell	-88,100	Closed	-$4.8M	–	915
2025 Q2	$4.8M	Buy	88,100 +2,401	+3%	+$120K	0.37%	48
2025 Q1	$4.18M	Buy	85,699 +1,593	+2%	+$81.9K	0.36%	49
2024 Q4	$4.31M	Sell	84,106 -22,015	-21%	-$1.13M	0.35%	55
2024 Q3	$5.25M	Sell	106,121 -1,552	-1%	-$73.9K	0.5%	38
2024 Q2	$5.05M	Sell	107,673 -2,805	-3%	-$126K	0.4%	47
2024 Q1	$4.91M	Buy	+110,478	New	+$4.64M	0.38%	59

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mount Yale Investment Advisors's DYNF Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 118% in Q1 2026, buying an estimated $5.4M and bringing the position to 165,059 shares worth $9.6M. The position accounts for 0.22% of the portfolio, ranked #97.

Mount Yale Investment Advisors first reported a position in DYNF in Q1 2024 and has held it in 8 quarters since. 822 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Mount Yale Investment Advisors held 165,059 shares of BlackRock US Equity Factor Rotation ETF worth $9.6M as of Q1 2026.
Mount Yale Investment Advisors bought 89,180 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $5.4M.
BlackRock US Equity Factor Rotation ETF made up 0.22% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #97 holding.
Mount Yale Investment Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 8 quarters since.
822 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.