United Advisor Group’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

United Advisor Group’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	$3.51M	Buy	51,680 +1,580	+3%	+$103K	0.37%	66
2026 Q1	$2.91M	Buy	50,100 +1,637	+3%	+$99.1K	0.36%	72
2025 Q4	$2.95M	Buy	48,463 +1,841	+4%	+$111K	0.37%	69
2025 Q3	$2.76M	Buy	46,622 +3,648	+8%	+$207K	0.37%	69
2025 Q2	$2.34M	Buy	42,974 +2,089	+5%	+$105K	0.4%	66
2025 Q1	$1.99M	Buy	40,885 +2,689	+7%	+$138K	0.41%	67
2024 Q4	$1.96M	Buy	38,196 +18,701	+96%	+$963K	0.39%	67
2024 Q3	$964K	Buy	19,495 +2,190	+13%	+$104K	0.22%	108
2024 Q2	$812K	Buy	17,305 +1,159	+7%	+$51.9K	0.25%	92
2024 Q1	$717K	Buy	+16,146	New	+$677K	0.27%	95

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

United Advisor Group's DYNF Position: Q2 2026 in Review

United Advisor Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.2% in Q2 2026, buying an estimated $103K and bringing the position to 51,680 shares worth $3.51M. The position accounts for 0.37% of the portfolio, ranked #66.

United Advisor Group 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.

United Advisor Group held 51,680 shares of BlackRock US Equity Factor Rotation ETF worth $3.51M as of Q2 2026.
United Advisor Group bought 1,580 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $103K.
BlackRock US Equity Factor Rotation ETF made up 0.37% of United Advisor Group's portfolio in Q2 2026, its #66 holding.
United Advisor Group 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 United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.