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 Q3	$7.65M	Buy	110,464 +35,232	+47%	+$2.42M	3.76%	1
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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Optivise Advisory Services's DYNF Position: Q3 2026 in Review

Optivise Advisory Services increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 47% in Q3 2026, buying an estimated $2.42M and bringing the position to 110,464 shares worth $7.65M. The position accounts for 3.76% of the portfolio, ranked #1.

Optivise Advisory Services first reported a position in DYNF in Q1 2025 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Optivise Advisory Services held 110,464 shares of BlackRock US Equity Factor Rotation ETF worth $7.65M as of Q3 2026.
Optivise Advisory Services bought 35,232 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $2.42M.
BlackRock US Equity Factor Rotation ETF made up 3.76% of Optivise Advisory Services's portfolio in Q3 2026, its #1 holding.
Optivise Advisory Services first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.