Sunbelt Securities’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Sunbelt Securities’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	$1.04M	Buy	17,958 +2,697	+18%	+$163K	0.07%	247
2025 Q4	$928K	Buy	15,261 +11,844	+347%	+$712K	0.06%	259
2025 Q3	$202K	Sell	3,417 -5,316	-61%	-$302K	0.01%	633
2025 Q2	$448K	Buy	8,733 +8,536	+4,333%	+$428K	0.04%	373
2025 Q1	$9.61K	Sell	197 -8,336	-98%	-$428K	﹤0.01%	1282
2024 Q4	$439K	Buy	8,533 +1,868	+28%	+$96.1K	0.04%	382
2024 Q3	$330K	Buy	6,665 +2,470	+59%	+$118K	0.03%	455
2024 Q2	$197K	Buy	4,195 +4,163	+13,009%	+$186K	0.02%	556
2024 Q1	$1.42K	Buy	+32	New	+$1.34K	﹤0.01%	1552

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Sunbelt Securities's DYNF Position: Q1 2026 in Review

Sunbelt Securities increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 18% in Q1 2026, buying an estimated $163K and bringing the position to 17,958 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #247.

Sunbelt Securities first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Sunbelt Securities held 17,958 shares of BlackRock US Equity Factor Rotation ETF worth $1.04M as of Q1 2026.
Sunbelt Securities bought 2,697 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $163K.
BlackRock US Equity Factor Rotation ETF made up 0.07% of Sunbelt Securities's portfolio in Q1 2026, its #247 holding.
Sunbelt Securities first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.