Proactive Wealth Strategies’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Proactive Wealth Strategies’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	$279K	Sell	4,025 -756	-16%	-$52K	0.04%	191
2026 Q2	$325K	Sell	4,781 -184	-4%	-$12K	0.05%	183
2026 Q1	$289K	Buy	+4,965	New	+$301K	0.05%	181

Other funds holding DYNF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

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

Proactive Wealth Strategies's DYNF Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 16% in Q3 2026, selling an estimated $52K and leaving 4,025 shares worth $279K. The position accounts for 0.04% of the portfolio, ranked #191.

Proactive Wealth Strategies first reported a position in DYNF in Q1 2026 and has held it in 3 quarters since. The position peaked at $325K in Q2 2026. 663 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Proactive Wealth Strategies held 4,025 shares of BlackRock US Equity Factor Rotation ETF worth $279K as of Q3 2026.
Proactive Wealth Strategies sold 756 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $52K.
BlackRock US Equity Factor Rotation ETF made up 0.04% of Proactive Wealth Strategies's portfolio in Q3 2026, its #191 holding.
Proactive Wealth Strategies first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2026 and has held it in 3 quarters since.
Proactive Wealth Strategies's BlackRock US Equity Factor Rotation ETF position peaked at $325K in Q2 2026.
663 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.