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 Q2	$54.6M	Buy	798,464 +201,208	+34%	+$13.1M	3.22%	6
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 $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Triad Wealth Partners's DYNF Position: Q2 2026 in Review

Triad Wealth Partners increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 34% in Q2 2026, buying an estimated $13.1M and bringing the position to 798,464 shares worth $54.6M. The position accounts for 3.22% of the portfolio, ranked #6.

Triad Wealth Partners first reported a position in DYNF in Q2 2024 and has held it in 9 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Triad Wealth Partners held 798,464 shares of BlackRock US Equity Factor Rotation ETF worth $54.6M as of Q2 2026.
Triad Wealth Partners bought 201,208 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $13.1M.
BlackRock US Equity Factor Rotation ETF made up 3.22% of Triad Wealth Partners's portfolio in Q2 2026, its #6 holding.
Triad Wealth Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 9 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.