Sagespring Wealth Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Sagespring Wealth Partners’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 Q3	$470M	Buy	6,781,754 +300,148	+5%	+$20.6M	7%	1
2026 Q2	$441M	Buy	6,481,606 +213,136	+3%	+$13.9M	6.77%	1
2026 Q1	$365M	Sell	6,268,470 -201,623	-3%	-$12.2M	6.65%	1
2025 Q4	$352M	Buy	6,470,093 +208,227	+3%	+$12.5M	6.39%	1
2025 Q3	$330M	Buy	6,261,866 +916,927	+17%	+$52M	6.46%	2
2025 Q2	$291M	Buy	5,344,939 +385,356	+8%	+$19.3M	6.27%	3
2025 Q1	$242M	Buy	4,959,583 +449,166	+10%	+$23.1M	6.1%	3
2024 Q4	$231M	Buy	+4,510,417	New	+$232M	6.1%	3

Other funds holding DYNF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Sagespring Wealth Partners's DYNF Position: Q3 2026 in Review

Sagespring Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.6% in Q3 2026, buying an estimated $20.6M and bringing the position to 6,781,754 shares worth $470M. The position accounts for 7% of the portfolio, ranked #1.

Sagespring Wealth Partners first reported a position in DYNF in Q4 2024 and has held it in 8 quarters since. 851 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

Sagespring Wealth Partners held 6,781,754 shares of BlackRock US Equity Factor Rotation ETF worth $470M as of Q3 2026.
Sagespring Wealth Partners bought 300,148 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $20.6M.
BlackRock US Equity Factor Rotation ETF made up 7% of Sagespring Wealth Partners's portfolio in Q3 2026, its #1 holding.
Sagespring Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2024 and has held it in 8 quarters since.
851 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.