Optivise Advisory Services’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Optivise Advisory Services’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	$5.12M	Buy	75,232 +42,828	+132%	+$2.79M	2.6%	4
2026 Q1	$1.89M	Sell	32,404 -22,712	-41%	-$1.38M	1.14%	16
2025 Q4	$3.35M	Buy	55,116 +4,818	+10%	+$290K	1.93%	8
2025 Q3	$2.98M	Buy	50,298 +24,160	+92%	+$1.37M	1.77%	10
2025 Q2	$1.42M	Buy	26,138 +713	+3%	+$35.8K	0.73%	34
2025 Q1	$1.24M	Buy	+25,425	New	+$1.31M	0.7%	33

Other funds holding DYNF

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWA

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TFGT

TS Financial Group (TSFG) Lake Forest, Illinois $794M AUM 24.65% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Optivise Advisory Services's DYNF Position: Q2 2026 in Review

Optivise Advisory Services increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 132% in Q2 2026, buying an estimated $2.79M and bringing the position to 75,232 shares worth $5.12M. The position accounts for 2.6% of the portfolio, ranked #4.

Optivise Advisory Services first reported a position in DYNF in Q1 2025 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Optivise Advisory Services held 75,232 shares of BlackRock US Equity Factor Rotation ETF worth $5.12M as of Q2 2026.
Optivise Advisory Services bought 42,828 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $2.79M.
BlackRock US Equity Factor Rotation ETF made up 2.6% of Optivise Advisory Services's portfolio in Q2 2026, its #4 holding.
Optivise Advisory Services first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 6 quarters since.
324 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.