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Spinnaker Investment Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Spinnaker Investment Group’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 		$842K Buy
+12,378
New +$805K 0.13% 66
2026
Q1 		– Sell
-10,638
Closed -$647K – 156
2025
Q4 		$647K Buy
10,638
+654
+7% +$39.3K 0.12% 67
2025
Q3 		$591K Buy
+9,984
New +$566K 0.11% 69

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Spinnaker Investment Group's DYNF Position: Q2 2026 in Review

Spinnaker Investment Group opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026: 12,378 shares worth $842K. The stake represents 0.13% of the portfolio and ranks #66 among its holdings. This is a return to the name: Spinnaker Investment Group previously reported a position in DYNF as recently as Q4 2025.

Spinnaker Investment Group first reported a position in DYNF in Q3 2025 and has held it in 3 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • Spinnaker Investment Group held 12,378 shares of BlackRock US Equity Factor Rotation ETF worth $842K as of Q2 2026.
  • BlackRock US Equity Factor Rotation ETF was a new Spinnaker Investment Group position in Q2 2026.
  • BlackRock US Equity Factor Rotation ETF made up 0.13% of Spinnaker Investment Group's portfolio in Q2 2026, its #66 holding.
  • Spinnaker Investment Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 3 quarters since.
  • 887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.