Signal Advisors Wealth’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Signal Advisors Wealth’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	$2.2M	Sell	37,821 -6,748	-15%	-$409K	0.15%	130
2025 Q4	$2.71M	Sell	44,569 -1,555	-3%	-$93.5K	0.22%	93
2025 Q3	$2.73M	Buy	46,124 +9,384	+26%	+$532K	0.25%	89
2025 Q2	$2M	Buy	36,740 +3,919	+12%	+$197K	0.16%	131
2025 Q1	$1.6M	Sell	32,821 -3,597	-10%	-$185K	0.16%	132
2024 Q4	$1.87M	Sell	36,418 -28,602	-44%	-$1.47M	0.21%	113
2024 Q3	$3.22M	Buy	+65,020	New	+$3.1M	0.46%	58
2024 Q2	–	Sell	-59,807	Closed	-$2.66M	–	129
2024 Q1	$2.66M	Buy	+59,807	New	+$2.51M	0.66%	44

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Signal Advisors Wealth's DYNF Position: Q1 2026 in Review

Signal Advisors Wealth reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 15% in Q1 2026, selling an estimated $409K and leaving 37,821 shares worth $2.2M. The position accounts for 0.15% of the portfolio, ranked #130.

Signal Advisors Wealth first reported a position in DYNF in Q1 2024 and has held it in 8 quarters since. The position peaked at $3.22M in Q3 2024. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Signal Advisors Wealth held 37,821 shares of BlackRock US Equity Factor Rotation ETF worth $2.2M as of Q1 2026.
Signal Advisors Wealth sold 6,748 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $409K.
BlackRock US Equity Factor Rotation ETF made up 0.15% of Signal Advisors Wealth's portfolio in Q1 2026, its #130 holding.
Signal Advisors Wealth first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 8 quarters since.
Signal Advisors Wealth's BlackRock US Equity Factor Rotation ETF position peaked at $3.22M in Q3 2024.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.