Resurgent Financial Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Resurgent Financial 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	$1.49M	Sell	25,670 -4,041	-14%	-$245K	0.54%	44
2025 Q4	$1.81M	Buy	29,711 +1,062	+4%	+$63.9K	0.91%	21
2025 Q3	$1.7M	Buy	28,649 +5,955	+26%	+$338K	0.83%	27
2025 Q2	$1.24M	Buy	22,694 +1,124	+5%	+$56.4K	0.68%	37
2025 Q1	$1.05M	Buy	21,570 +526	+2%	+$27K	0.63%	40
2024 Q4	$1.08M	Buy	21,044 +2,939	+16%	+$151K	0.63%	39
2024 Q3	$896K	Sell	18,105 -495	-3%	-$23.6K	0.52%	52
2024 Q2	$873K	Buy	18,600 +10,239	+122%	+$458K	0.54%	47
2024 Q1	$371K	Buy	+8,361	New	+$351K	0.2%	132

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

Resurgent Financial Advisors's DYNF Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 14% in Q1 2026, selling an estimated $245K and leaving 25,670 shares worth $1.49M. The position accounts for 0.54% of the portfolio, ranked #44.

Resurgent Financial Advisors first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.81M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Resurgent Financial Advisors held 25,670 shares of BlackRock US Equity Factor Rotation ETF worth $1.49M as of Q1 2026.
Resurgent Financial Advisors sold 4,041 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $245K.
BlackRock US Equity Factor Rotation ETF made up 0.54% of Resurgent Financial Advisors's portfolio in Q1 2026, its #44 holding.
Resurgent Financial Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
Resurgent Financial Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $1.81M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.