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DYNF icon

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

SteelPeak Wealth’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 		$34.5M Buy
507,775
+4,273
+0.8% +$278K 0.89% 21
2026
Q1 		$29.3M Sell
503,502
-166,917
-25% -$10.1M 0.89% 25
2025
Q4 		$40.8M Sell
670,419
-462
-0.1% -$27.8K 1.33% 17
2025
Q3 		$39.7M Buy
670,881
+105,143
+19% +$5.96M 1.32% 15
2025
Q2 		$30.8M Buy
565,738
+12,572
+2% +$631K 1.19% 21
2025
Q1 		$27M Buy
553,166
+30,165
+6% +$1.55M 1.12% 20
2024
Q4 		$26.8M Sell
523,001
-17,042
-3% -$877K 1.09% 21
2024
Q3 		$26.7M Buy
540,043
+28,459
+6% +$1.36M 1.16% 21
2024
Q2 		$24M Buy
511,584
+27,302
+6% +$1.22M 1.11% 21
2024
Q1 		$21.5M Buy
+484,282
New +$20.3M 1.08% 23

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
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

SteelPeak Wealth's DYNF Position: Q2 2026 in Review

SteelPeak Wealth increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.85% in Q2 2026, buying an estimated $278K and bringing the position to 507,775 shares worth $34.5M. The position accounts for 0.89% of the portfolio, ranked #21.

SteelPeak Wealth first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $40.8M in Q4 2025. 173 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • SteelPeak Wealth held 507,775 shares of BlackRock US Equity Factor Rotation ETF worth $34.5M as of Q2 2026.
  • SteelPeak Wealth bought 4,273 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $278K.
  • BlackRock US Equity Factor Rotation ETF made up 0.89% of SteelPeak Wealth's portfolio in Q2 2026, its #21 holding.
  • SteelPeak Wealth first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
  • SteelPeak Wealth's BlackRock US Equity Factor Rotation ETF position peaked at $40.8M in Q4 2025.
  • 173 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.