Peterson Financial Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Peterson Financial Group’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 Q3	$13.4K	Buy	+271	New	+$12.9K	0.05%	180

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAS

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Peterson Financial Group's DYNF Position: Q3 2024 in Review

Peterson Financial Group opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q3 2024: 271 shares worth $13.4K. The stake represents 0.05% of the portfolio and ranks #180 among its holdings.

445 funds tracked by Wall St. Rank hold DYNF as of Q3 2024.

Peterson Financial Group held 271 shares of BlackRock US Equity Factor Rotation ETF worth $13.4K as of Q3 2024.
BlackRock US Equity Factor Rotation ETF was a new Peterson Financial Group position in Q3 2024.
BlackRock US Equity Factor Rotation ETF made up 0.05% of Peterson Financial Group's portfolio in Q3 2024, its #180 holding.
445 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.