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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Sigma Planning Corp's DYNF Position: Q1 2026 in Review

Sigma Planning Corp increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 30% in Q1 2026, buying an estimated $1.18M and bringing the position to 84,954 shares worth $4.94M. The position accounts for 0.14% of the portfolio, ranked #153.

Sigma Planning Corp first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Sigma Planning Corp held 84,954 shares of BlackRock US Equity Factor Rotation ETF worth $4.94M as of Q1 2026.
  • Sigma Planning Corp bought 19,511 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $1.18M.
  • BlackRock US Equity Factor Rotation ETF made up 0.14% of Sigma Planning Corp's portfolio in Q1 2026, its #153 holding.
  • Sigma Planning Corp first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
  • 821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.