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Spectrum Wealth Counsel’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$7.58M Buy
155,434
+42,337
+37% +$2.18M 0.91% 36
2024
Q4 		$5.8M Buy
113,097
+101,200
+851% +$5.21M 0.68% 42
2024
Q3 		$589K Buy
11,897
+4
+0% +$191 0.07% 85
2024
Q2 		$558K Buy
+11,893
New +$532K 0.07% 84

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
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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Spectrum Wealth Counsel's DYNF Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 37% in Q1 2025, buying an estimated $2.18M and bringing the position to 155,434 shares worth $7.58M. The position accounts for 0.91% of the portfolio, ranked #36.

Spectrum Wealth Counsel first reported a position in DYNF in Q2 2024 and has held it in 4 quarters since. 557 funds tracked by Wall St. Rank hold DYNF as of Q1 2025.

  • Spectrum Wealth Counsel held 155,434 shares of BlackRock US Equity Factor Rotation ETF worth $7.58M as of Q1 2025.
  • Spectrum Wealth Counsel bought 42,337 BlackRock US Equity Factor Rotation ETF shares in Q1 2025, an estimated $2.18M.
  • BlackRock US Equity Factor Rotation ETF made up 0.91% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #36 holding.
  • Spectrum Wealth Counsel first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 4 quarters since.
  • 557 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.