Sculati Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Sculati Wealth Management’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	$8.95M	Buy	133,628 +18,071	+16%	+$1.18M	2.99%	6
2026 Q1	$6.72M	Buy	115,557 +1,338	+1%	+$81K	2.48%	9
2025 Q4	$6.95M	Buy	114,219 +6,541	+6%	+$393K	2.45%	10
2025 Q3	$6.37M	Buy	107,678 +20,690	+24%	+$1.17M	2.25%	9
2025 Q2	$4.74M	Buy	+86,988	New	+$4.36M	1.78%	14

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

Sculati Wealth Management's DYNF Position: Q2 2026 in Review

Sculati Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 16% in Q2 2026, buying an estimated $1.18M and bringing the position to 133,628 shares worth $8.95M. The position accounts for 2.99% of the portfolio, ranked #6.

Sculati Wealth Management first reported a position in DYNF in Q2 2025 and has held it in 5 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Sculati Wealth Management held 133,628 shares of BlackRock US Equity Factor Rotation ETF worth $8.95M as of Q2 2026.
Sculati Wealth Management bought 18,071 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.18M.
BlackRock US Equity Factor Rotation ETF made up 2.99% of Sculati Wealth Management's portfolio in Q2 2026, its #6 holding.
Sculati Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2025 and has held it in 5 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Sculati Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.