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

PKS 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 Q1	$670K	Buy	11,485 +2,253	+24%	+$136K	0.16%	132
2025 Q4	$561K	Sell	9,232 -34	-0.4%	-$2.04K	0.13%	144
2025 Q3	$549K	Sell	9,266 -297	-3%	-$16.8K	0.11%	146
2025 Q2	$521K	Buy	9,563 +1,749	+22%	+$87.7K	0.13%	152
2025 Q1	$381K	Buy	+7,814	New	+$402K	0.1%	158

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

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

PKS Advisory Services's DYNF Position: Q1 2026 in Review

PKS Advisory Services increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 24% in Q1 2026, buying an estimated $136K and bringing the position to 11,485 shares worth $670K. The position accounts for 0.16% of the portfolio, ranked #132.

PKS Advisory Services first reported a position in DYNF in Q1 2025 and has held it in 5 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

PKS Advisory Services held 11,485 shares of BlackRock US Equity Factor Rotation ETF worth $670K as of Q1 2026.
PKS Advisory Services bought 2,253 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $136K.
BlackRock US Equity Factor Rotation ETF made up 0.16% of PKS Advisory Services's portfolio in Q1 2026, its #132 holding.
PKS Advisory Services first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 5 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.