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

Triad Wealth Partners’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	$34.7M	Buy	597,256 +37,915	+7%	+$2.3M	2.75%	7
2025 Q4	$34M	Buy	559,341 +114,368	+26%	+$6.88M	3.23%	4
2025 Q3	$26.3M	Buy	444,973 +161,427	+57%	+$9.16M	3.4%	3
2025 Q2	$15.4M	Buy	283,546 +60,537	+27%	+$3.04M	3.12%	7
2025 Q1	$10.9M	Buy	223,009 +37,794	+20%	+$1.94M	3.38%	7
2024 Q4	$9.49M	Buy	185,215 +168,665	+1,019%	+$8.68M	3.43%	6
2024 Q3	$819K	Buy	16,550 +16,529	+78,710%	+$787K	0.44%	37
2024 Q2	$986	Buy	+21	New	+$940	﹤0.01%	876

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

Triad Wealth Partners's DYNF Position: Q1 2026 in Review

Triad Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 6.8% in Q1 2026, buying an estimated $2.3M and bringing the position to 597,256 shares worth $34.7M. The position accounts for 2.75% of the portfolio, ranked #7.

Triad Wealth Partners first reported a position in DYNF in Q2 2024 and has held it in 8 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Triad Wealth Partners held 597,256 shares of BlackRock US Equity Factor Rotation ETF worth $34.7M as of Q1 2026.
Triad Wealth Partners bought 37,915 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $2.3M.
BlackRock US Equity Factor Rotation ETF made up 2.75% of Triad Wealth Partners's portfolio in Q1 2026, its #7 holding.
Triad Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 8 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.