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

Steelhead 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 Q1	$11.2M	Buy	+192,427	New	+$11.6M	5.68%	5

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Steelhead Wealth Management's DYNF Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2026: 192,427 shares worth $11.2M. The stake represents 5.68% of the portfolio and ranks #5 among its holdings.

822 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Steelhead Wealth Management held 192,427 shares of BlackRock US Equity Factor Rotation ETF worth $11.2M as of Q1 2026.
BlackRock US Equity Factor Rotation ETF was a new Steelhead Wealth Management position in Q1 2026.
BlackRock US Equity Factor Rotation ETF made up 5.68% of Steelhead Wealth Management's portfolio in Q1 2026, its #5 holding.
822 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.