Sigma Planning Corp
DYNF icon

Sigma Planning Corp’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Sigma Planning Corp’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 		$10.6M Buy
153,024
+77,936
+104% +$5.36M 0.27% 63
2026
Q2 		$5.11M Sell
75,088
-9,866
-12% -$642K 0.13% 168
2026
Q1 		$4.94M Buy
84,954
+19,511
+30% +$1.18M 0.14% 153
2025
Q4 		$4M Buy
65,443
+21,122
+48% +$1.27M 0.11% 191
2025
Q3 		$2.62M Buy
44,321
+4,872
+12% +$276K 0.07% 268
2025
Q2 		$2.15M Sell
39,449
-11,157
-22% -$560K 0.06% 288
2025
Q1 		$2.47M Buy
50,606
+12,046
+31% +$619K 0.08% 245
2024
Q4 		$1.98M Sell
38,560
-4,575
-11% -$235K 0.06% 287
2024
Q3 		$2.13M Buy
43,135
+1,586
+4% +$75.6K 0.07% 273
2024
Q2 		$1.95M Buy
41,549
+21,888
+111% +$979K 0.06% 300
2024
Q1 		$873K Buy
+19,661
New +$825K 0.03% 542

Other funds holding DYNF

Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
FORM Wealth Advisors
FORM Wealth Advisors Lake Geneva, Wisconsin $896M AUM 12.75% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Sigma Planning Corp's DYNF Position: Q3 2026 in Review

Sigma Planning Corp increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 104% in Q3 2026, buying an estimated $5.36M and bringing the position to 153,024 shares worth $10.6M. The position accounts for 0.27% of the portfolio, ranked #63.

Sigma Planning Corp first reported a position in DYNF in Q1 2024 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

  • Sigma Planning Corp held 153,024 shares of BlackRock US Equity Factor Rotation ETF worth $10.6M as of Q3 2026.
  • Sigma Planning Corp bought 77,936 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $5.36M.
  • BlackRock US Equity Factor Rotation ETF made up 0.27% of Sigma Planning Corp's portfolio in Q3 2026, its #63 holding.
  • Sigma Planning Corp first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.