Twin Peaks Wealth Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Twin Peaks Wealth Advisors’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	$10.1M	Sell	174,352 -11,281	-6%	-$683K	2.55%	7
2025 Q4	$11.5M	Buy	185,633 +30,578	+20%	+$1.84M	3.35%	3
2025 Q3	$9.18M	Buy	155,055 +32,991	+27%	+$1.87M	3.14%	3
2025 Q2	$6.97M	Buy	122,064 +15,188	+14%	+$762K	2.26%	12
2025 Q1	$5.02M	Buy	106,876 +15,327	+17%	+$788K	2.29%	13
2024 Q4	$4.69M	Buy	91,549 +9,298	+11%	+$479K	1.98%	17
2024 Q3	$4.07M	Buy	82,251 +16,057	+24%	+$765K	1.88%	19
2024 Q2	$3.11M	Buy	66,194 +13,431	+25%	+$601K	1.55%	20
2024 Q1	$2.34M	Buy	+52,763	New	+$2.21M	1.3%	20

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

Twin Peaks Wealth Advisors's DYNF Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 6.1% in Q1 2026, selling an estimated $683K and leaving 174,352 shares worth $10.1M. The position accounts for 2.55% of the portfolio, ranked #7.

Twin Peaks Wealth Advisors first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $11.5M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Twin Peaks Wealth Advisors held 174,352 shares of BlackRock US Equity Factor Rotation ETF worth $10.1M as of Q1 2026.
Twin Peaks Wealth Advisors sold 11,281 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $683K.
BlackRock US Equity Factor Rotation ETF made up 2.55% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #7 holding.
Twin Peaks Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
Twin Peaks Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $11.5M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.