WealthPLAN Partners’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

WealthPLAN Partners’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	$3.78M	Sell	55,539 -2,263	-4%	-$147K	0.72%	36
2026 Q1	$3.36M	Sell	57,802 -9,094	-14%	-$551K	0.65%	38
2025 Q4	$4.07M	Buy	66,896 +6,133	+10%	+$369K	0.61%	43
2025 Q3	$3.6M	Buy	60,763 +9,924	+20%	+$563K	0.54%	46
2025 Q2	$2.77M	Buy	50,839 +1,247	+3%	+$62.6K	0.45%	68
2025 Q1	$2.42M	Buy	49,592 +1,095	+2%	+$56.3K	0.34%	80
2024 Q4	$2.49M	Sell	48,497 -2,889	-6%	-$149K	0.35%	77
2024 Q3	$2.54M	Sell	51,386 -953	-2%	-$45.4K	0.34%	80
2024 Q2	$2.46M	Buy	52,339 +1,751	+3%	+$78.3K	0.26%	96
2024 Q1	$2.25M	Buy	+50,588	New	+$2.12M	0.23%	108

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

WealthPLAN Partners's DYNF Position: Q2 2026 in Review

WealthPLAN Partners reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 3.9% in Q2 2026, selling an estimated $147K and leaving 55,539 shares worth $3.78M. The position accounts for 0.72% of the portfolio, ranked #36.

WealthPLAN Partners first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.07M in Q4 2025. 887 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

WealthPLAN Partners held 55,539 shares of BlackRock US Equity Factor Rotation ETF worth $3.78M as of Q2 2026.
WealthPLAN Partners sold 2,263 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $147K.
BlackRock US Equity Factor Rotation ETF made up 0.72% of WealthPLAN Partners's portfolio in Q2 2026, its #36 holding.
WealthPLAN Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
WealthPLAN Partners's BlackRock US Equity Factor Rotation ETF position peaked at $4.07M in Q4 2025.
887 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.