Retirement Wealth Solutions’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Retirement Wealth Solutions’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	$7.8M	Buy	114,697 +9,066	+9%	+$590K	4.3%	4
2026 Q1	$6.15M	Buy	105,631 +2,908	+3%	+$176K	3.87%	5
2025 Q4	$6.25M	Buy	102,723 +2,536	+3%	+$153K	3.95%	5
2025 Q3	$5.93M	Buy	100,187 +23,384	+30%	+$1.33M	3.9%	6
2025 Q2	$4.18M	Buy	76,803 +3,937	+5%	+$198K	3.05%	7
2025 Q1	$3.55M	Buy	72,866 +11,508	+19%	+$591K	2.87%	7
2024 Q4	$3.11M	Buy	+61,358	New	+$3.16M	2.63%	8

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

Retirement Wealth Solutions's DYNF Position: Q2 2026 in Review

Retirement Wealth Solutions increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 8.6% in Q2 2026, buying an estimated $590K and bringing the position to 114,697 shares worth $7.8M. The position accounts for 4.3% of the portfolio, ranked #4.

Retirement Wealth Solutions first reported a position in DYNF in Q4 2024 and has held it in 7 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Retirement Wealth Solutions held 114,697 shares of BlackRock US Equity Factor Rotation ETF worth $7.8M as of Q2 2026.
Retirement Wealth Solutions bought 9,066 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $590K.
BlackRock US Equity Factor Rotation ETF made up 4.3% of Retirement Wealth Solutions's portfolio in Q2 2026, its #4 holding.
Retirement Wealth Solutions first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 7 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.