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 Q2	$13.2M	Buy	194,621 +20,269	+12%	+$1.32M	3%	6
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 $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

Twin Peaks Wealth Advisors's DYNF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 12% in Q2 2026, buying an estimated $1.32M and bringing the position to 194,621 shares worth $13.2M. The position accounts for 3% of the portfolio, ranked #6.

Twin Peaks Wealth Advisors first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Twin Peaks Wealth Advisors held 194,621 shares of BlackRock US Equity Factor Rotation ETF worth $13.2M as of Q2 2026.
Twin Peaks Wealth Advisors bought 20,269 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $1.32M.
BlackRock US Equity Factor Rotation ETF made up 3% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Twin Peaks Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.