Spire Wealth Management’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Spire Wealth Management’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	$6.03M	Buy	88,621 +3,289	+4%	+$214K	0.18%	115
2026 Q1	$4.96M	Buy	85,332 +2,207	+3%	+$134K	0.17%	129
2025 Q4	$5.05M	Buy	83,125 +14,176	+21%	+$853K	0.17%	120
2025 Q3	$4.08M	Buy	68,949 +6,619	+11%	+$375K	0.14%	133
2025 Q2	$3.39M	Buy	62,330 +1,368	+2%	+$68.6K	0.12%	146
2025 Q1	$2.97M	Sell	60,962 -2,369	-4%	-$122K	0.1%	200
2024 Q4	$3.25M	Buy	63,331 +1,149	+2%	+$59.1K	0.1%	175
2024 Q3	$3.08M	Buy	62,182 +31,909	+105%	+$1.52M	0.1%	163
2024 Q2	$1.42M	Sell	30,273 -78,337	-72%	-$3.51M	0.05%	280
2024 Q1	$4.82M	Buy	+108,610	New	+$4.56M	0.09%	164

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Spire Wealth Management's DYNF Position: Q2 2026 in Review

Spire Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.9% in Q2 2026, buying an estimated $214K and bringing the position to 88,621 shares worth $6.03M. The position accounts for 0.18% of the portfolio, ranked #115.

Spire Wealth Management first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Spire Wealth Management held 88,621 shares of BlackRock US Equity Factor Rotation ETF worth $6.03M as of Q2 2026.
Spire Wealth Management bought 3,289 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $214K.
BlackRock US Equity Factor Rotation ETF made up 0.18% of Spire Wealth Management's portfolio in Q2 2026, its #115 holding.
Spire Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.