Sound Income Strategies’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Sound Income Strategies’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	$2M	Buy	29,389 +6,160	+27%	+$401K	0.09%	154
2026 Q1	$1.36M	Buy	23,229 +476	+2%	+$28.8K	0.07%	165
2025 Q4	$1.39M	Sell	22,753 -751	-3%	-$45.2K	0.07%	164
2025 Q3	$1.4M	Buy	23,504 +4,214	+22%	+$239K	0.08%	145
2025 Q2	$1.05M	Buy	19,290 +231	+1%	+$11.6K	0.06%	144
2025 Q1	$929K	Buy	19,059 +56	+0.3%	+$2.88K	0.05%	152
2024 Q4	$974K	Buy	19,003 +890	+5%	+$45.8K	0.06%	140
2024 Q3	$896K	Buy	18,113 +796	+5%	+$37.9K	0.06%	140
2024 Q2	$813K	Buy	17,317 +14,839	+599%	+$664K	0.05%	140
2024 Q1	$110K	Buy	+2,478	New	+$104K	0.01%	293

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

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

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

Sound Income Strategies's DYNF Position: Q2 2026 in Review

Sound Income Strategies increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 27% in Q2 2026, buying an estimated $401K and bringing the position to 29,389 shares worth $2M. The position accounts for 0.09% of the portfolio, ranked #154.

Sound Income Strategies first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 735 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Sound Income Strategies held 29,389 shares of BlackRock US Equity Factor Rotation ETF worth $2M as of Q2 2026.
Sound Income Strategies bought 6,160 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $401K.
BlackRock US Equity Factor Rotation ETF made up 0.09% of Sound Income Strategies's portfolio in Q2 2026, its #154 holding.
Sound Income Strategies first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
735 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.