Regal Investment Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Regal Investment Advisors’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	$16.6M	Sell	285,180 -41,611	-13%	-$2.52M	0.96%	17
2025 Q4	$19.9M	Buy	326,791 +55,342	+20%	+$3.33M	1.19%	14
2025 Q3	$16.1M	Buy	271,449 +54,940	+25%	+$3.12M	1.05%	14
2025 Q2	$11.8M	Buy	216,509 +12,858	+6%	+$645K	0.88%	21
2025 Q1	$9.93M	Buy	203,651 +8,223	+4%	+$423K	0.8%	22
2024 Q4	$10M	Sell	195,428 -9,516	-5%	-$490K	0.75%	25
2024 Q3	$10.1M	Buy	204,944 +51,288	+33%	+$2.44M	0.71%	25
2024 Q2	$7.21M	Buy	153,656 +5,415	+4%	+$242K	0.47%	53
2024 Q1	$6.58M	Buy	+148,241	New	+$6.22M	0.45%	60

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

Regal Investment Advisors's DYNF Position: Q1 2026 in Review

Regal Investment Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 13% in Q1 2026, selling an estimated $2.52M and leaving 285,180 shares worth $16.6M. The position accounts for 0.96% of the portfolio, ranked #17.

Regal Investment Advisors first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $19.9M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Regal Investment Advisors held 285,180 shares of BlackRock US Equity Factor Rotation ETF worth $16.6M as of Q1 2026.
Regal Investment Advisors sold 41,611 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $2.52M.
BlackRock US Equity Factor Rotation ETF made up 0.96% of Regal Investment Advisors's portfolio in Q1 2026, its #17 holding.
Regal Investment Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
Regal Investment Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $19.9M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.