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 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 $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

United Advisor Group's DYNF Position: Q1 2026 in Review

United Advisor Group increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.4% in Q1 2026, buying an estimated $99.1K and bringing the position to 50,100 shares worth $2.91M. The position accounts for 0.36% of the portfolio, ranked #72.

United Advisor Group first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.95M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

United Advisor Group held 50,100 shares of BlackRock US Equity Factor Rotation ETF worth $2.91M as of Q1 2026.
United Advisor Group bought 1,637 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $99.1K.
BlackRock US Equity Factor Rotation ETF made up 0.36% of United Advisor Group's portfolio in Q1 2026, its #72 holding.
United Advisor Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's BlackRock US Equity Factor Rotation ETF position peaked at $2.95M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.