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Prosperity Consulting Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Prosperity Consulting 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
2026
Q2 		$39.8M Buy
584,555
+574,725
+5,847% +$37.4M 1.5% 12
2026
Q1 		$572K Buy
9,830
+985
+11% +$59.6K 0.03% 339
2025
Q4 		$538K Buy
8,845
+3,272
+59% +$197K 0.02% 346
2025
Q3 		$330K Buy
+5,573
New +$316K 0.02% 401

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Prosperity Consulting Group's DYNF Position: Q2 2026 in Review

Prosperity Consulting Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 5,847% in Q2 2026, buying an estimated $37.4M and bringing the position to 584,555 shares worth $39.8M. The position accounts for 1.5% of the portfolio, ranked #12.

Prosperity Consulting Group first reported a position in DYNF in Q3 2025 and has held it in 4 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Prosperity Consulting Group held 584,555 shares of BlackRock US Equity Factor Rotation ETF worth $39.8M as of Q2 2026.
  • Prosperity Consulting Group bought 574,725 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $37.4M.
  • BlackRock US Equity Factor Rotation ETF made up 1.5% of Prosperity Consulting Group's portfolio in Q2 2026, its #12 holding.
  • Prosperity Consulting Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 4 quarters since.
  • 891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.