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

Visionary 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 Q1	$5.61M	Sell	96,450 -264	-0.3%	-$16K	0.25%	104
2025 Q4	$5.88M	Sell	96,714 -990	-1%	-$59.5K	0.27%	99
2025 Q3	$5.78M	Sell	97,704 -921	-0.9%	-$52.2K	0.27%	95
2025 Q2	$5.37M	Buy	+98,625	New	+$4.95M	0.27%	91
2020 Q1	–	Sell	-13,278	Closed	-$377K	–	204
2019 Q4	$377K	Buy	+13,278	New	+$363K	0.07%	145

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

Visionary Wealth Advisors's DYNF Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.27% in Q1 2026, selling an estimated $16K and leaving 96,450 shares worth $5.61M. The position accounts for 0.25% of the portfolio, ranked #104.

Visionary Wealth Advisors first reported a position in DYNF in Q4 2019 and has held it in 5 quarters since. The position peaked at $5.88M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Visionary Wealth Advisors held 96,450 shares of BlackRock US Equity Factor Rotation ETF worth $5.61M as of Q1 2026.
Visionary Wealth Advisors sold 264 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $16K.
BlackRock US Equity Factor Rotation ETF made up 0.25% of Visionary Wealth Advisors's portfolio in Q1 2026, its #104 holding.
Visionary Wealth Advisors first reported a position in BlackRock US Equity Factor Rotation ETF in Q4 2019 and has held it in 5 quarters since.
Visionary Wealth Advisors's BlackRock US Equity Factor Rotation ETF position peaked at $5.88M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.