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

United Financial Planning 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 		– Sell
-42
Closed -$2.44K – 487
2026
Q1 		$2.44K Hold
42
– – ﹤0.01% 416
2025
Q4 		$2.55K Sell
42
-1,161
-97% -$69.8K ﹤0.01% 322
2025
Q3 		$71.2K Buy
+1,203
New +$68.2K 0.04% 68

Other funds holding DYNF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
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 Financial Planning Group's DYNF Position: Q2 2026 in Review

United Financial Planning Group sold out of BlackRock US Equity Factor Rotation ETF (DYNF) in Q2 2026, closing a stake of 42 shares — an estimated $2.44K sold.

United Financial Planning Group first reported a position in DYNF in Q3 2025 and held it in 3 quarters. The position peaked at $71.2K in Q3 2025. 888 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

  • United Financial Planning Group reported no remaining BlackRock US Equity Factor Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 42 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $2.44K.
  • United Financial Planning Group first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and held it in 3 quarters.
  • United Financial Planning Group's BlackRock US Equity Factor Rotation ETF position peaked at $71.2K in Q3 2025.
  • 888 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.