VestGen Advisors’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

VestGen 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 Q3	$15.2M	Sell	219,077 -2,524	-1%	-$174K	0.47%	42
2026 Q2	$15.1M	Buy	221,601 +1,666	+0.8%	+$108K	0.44%	47
2026 Q1	$14.5M	Buy	219,935 +2,956	+1%	+$179K	0.39%	51
2025 Q4	$13.2M	Sell	216,979 -270,549	-55%	-$16.3M	0.56%	33
2025 Q3	$28.9M	Buy	487,528 +210,463	+76%	+$11.9M	0.96%	19
2025 Q2	$15.5M	Buy	277,065 +16,920	+7%	+$849K	0.62%	36
2025 Q1	$12.7M	Buy	+260,145	New	+$13.4M	0.58%	35

Other funds holding DYNF

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Dynasty Wealth Management St. Petersburg, Florida $13B AUM 12.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

VestGen Advisors's DYNF Position: Q3 2026 in Review

VestGen Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 1.1% in Q3 2026, selling an estimated $174K and leaving 219,077 shares worth $15.2M. The position accounts for 0.47% of the portfolio, ranked #42.

VestGen Advisors first reported a position in DYNF in Q1 2025 and has held it in 7 quarters since. The position peaked at $28.9M in Q3 2025. 851 funds tracked by Wall St. Rank hold DYNF as of Q3 2026.

VestGen Advisors held 219,077 shares of BlackRock US Equity Factor Rotation ETF worth $15.2M as of Q3 2026.
VestGen Advisors sold 2,524 BlackRock US Equity Factor Rotation ETF shares in Q3 2026, an estimated $174K.
BlackRock US Equity Factor Rotation ETF made up 0.47% of VestGen Advisors's portfolio in Q3 2026, its #42 holding.
VestGen Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $28.9M in Q3 2025.
851 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.