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 Q2	$1.78M	Buy	26,198 +528	+2%	+$34.4K	0.5%	42
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 $424B AUM 22.96% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Resurgent Financial Advisors's DYNF Position: Q2 2026 in Review

Resurgent Financial Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 2.1% in Q2 2026, buying an estimated $34.4K and bringing the position to 26,198 shares worth $1.78M. The position accounts for 0.5% of the portfolio, ranked #42.

Resurgent Financial Advisors first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.81M in Q4 2025. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Resurgent Financial Advisors held 26,198 shares of BlackRock US Equity Factor Rotation ETF worth $1.78M as of Q2 2026.
Resurgent Financial Advisors bought 528 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $34.4K.
BlackRock US Equity Factor Rotation ETF made up 0.5% of Resurgent Financial Advisors's portfolio in Q2 2026, its #42 holding.
Resurgent Financial Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
Resurgent Financial Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $1.81M in Q4 2025.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.