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 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

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

Sagespring Wealth Partners's DYNF Position: Q2 2026 in Review

Sagespring Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.4% in Q2 2026, buying an estimated $13.9M and bringing the position to 6,481,606 shares worth $441M. The position accounts for 6.77% of the portfolio, ranked #1.

Sagespring Wealth Partners 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.

Sagespring Wealth Partners held 6,481,606 shares of BlackRock US Equity Factor Rotation ETF worth $441M as of Q2 2026.
Sagespring Wealth Partners bought 213,136 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $13.9M.
BlackRock US Equity Factor Rotation ETF made up 6.77% of Sagespring Wealth Partners's portfolio in Q2 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 7 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.