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

SOA Wealth Advisors’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	$13.8K	Buy	+203	New	+$13.2K	﹤0.01%	562

Other funds holding DYNF

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

SOA Wealth Advisors's DYNF Position: Q2 2026 in Review

SOA Wealth Advisors opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 203 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings.

253 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

SOA Wealth Advisors held 203 shares of BlackRock US Equity Factor Rotation ETF worth $13.8K as of Q2 2026.
BlackRock US Equity Factor Rotation ETF was a new SOA Wealth Advisors position in Q2 2026.
BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #562 holding.
253 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

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