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

Wealth Quarterback’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	$7.39M	Buy	108,719 +12,113	+13%	+$788K	2.28%	10
2026 Q1	$5.62M	Buy	96,606 +2,531	+3%	+$153K	2.21%	11
2025 Q4	$5.72M	Buy	94,075 +345	+0.4%	+$20.7K	2.06%	9
2025 Q3	$5.55M	Buy	93,730 +4,963	+6%	+$282K	2.15%	9
2025 Q2	$4.83M	Buy	88,767 +47,776	+117%	+$2.4M	2.29%	7
2025 Q1	$2M	Buy	+40,991	New	+$2.11M	1.12%	19

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

Wealth Quarterback's DYNF Position: Q2 2026 in Review

Wealth Quarterback increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 13% in Q2 2026, buying an estimated $788K and bringing the position to 108,719 shares worth $7.39M. The position accounts for 2.28% of the portfolio, ranked #10.

Wealth Quarterback first reported a position in DYNF in Q1 2025 and has held it in 6 quarters since. 891 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Wealth Quarterback held 108,719 shares of BlackRock US Equity Factor Rotation ETF worth $7.39M as of Q2 2026.
Wealth Quarterback bought 12,113 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $788K.
BlackRock US Equity Factor Rotation ETF made up 2.28% of Wealth Quarterback's portfolio in Q2 2026, its #10 holding.
Wealth Quarterback first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 6 quarters since.
891 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Wealth Quarterback's 13F filing for Q2 2026, filed 27 Jul 2026.