SPAS
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Spectrum Planning & Advisory Services’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Spectrum Planning & Advisory Services’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 		$9.11M Buy
134,007
+2,049
+2% +$133K 4.08% 7
2026
Q1 		$7.68M Sell
131,958
-21,160
-14% -$1.28M 3.8% 5
2025
Q4 		$9.31M Buy
153,118
+912
+0.6% +$54.8K 4.79% 4
2025
Q3 		$9.01M Buy
152,206
+24,921
+20% +$1.41M 5.09% 3
2025
Q2 		$6.93M Sell
127,285
-26,650
-17% -$1.34M 4.48% 6
2025
Q1 		$7.51M Buy
153,935
+8,205
+6% +$422K 6.25% 4
2024
Q4 		$7.47M Buy
145,730
+6,346
+5% +$327K 6.48% 3
2024
Q3 		$6.9M Buy
139,384
+17,805
+15% +$848K 6.63% 4
2024
Q2 		$5.73M Buy
+121,579
New +$5.44M 5.53% 7

Other funds holding DYNF

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
EFG
Embree Financial Group Chicago, Illinois $999M AUM 24.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Spectrum Planning & Advisory Services's DYNF Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.6% in Q2 2026, buying an estimated $133K and bringing the position to 134,007 shares worth $9.11M. The position accounts for 4.08% of the portfolio, ranked #7.

Spectrum Planning & Advisory Services first reported a position in DYNF in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.31M in Q4 2025. 173 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Spectrum Planning & Advisory Services held 134,007 shares of BlackRock US Equity Factor Rotation ETF worth $9.11M as of Q2 2026.
  • Spectrum Planning & Advisory Services bought 2,049 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $133K.
  • BlackRock US Equity Factor Rotation ETF made up 4.08% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #7 holding.
  • Spectrum Planning & Advisory Services first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 9 quarters since.
  • Spectrum Planning & Advisory Services's BlackRock US Equity Factor Rotation ETF position peaked at $9.31M in Q4 2025.
  • 173 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.