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Strategic Financial Concepts’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Strategic Financial Concepts’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 		$5.62M Buy
96,587
+33,257
+53% +$2.01M 1.39% 15
2025
Q4 		$3.85M Buy
+63,330
New +$3.81M 3.52% 3

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
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
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

Strategic Financial Concepts's DYNF Position: Q1 2026 in Review

Strategic Financial Concepts increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 53% in Q1 2026, buying an estimated $2.01M and bringing the position to 96,587 shares worth $5.62M. The position accounts for 1.39% of the portfolio, ranked #15.

Strategic Financial Concepts first reported a position in DYNF in Q4 2025 and has held it in 2 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Strategic Financial Concepts held 96,587 shares of BlackRock US Equity Factor Rotation ETF worth $5.62M as of Q1 2026.
  • Strategic Financial Concepts bought 33,257 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $2.01M.
  • BlackRock US Equity Factor Rotation ETF made up 1.39% of Strategic Financial Concepts's portfolio in Q1 2026, its #15 holding.
  • Strategic Financial Concepts first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2025 and has held it in 2 quarters since.
  • 821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.