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

WealthShield 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 Q1	$13.3M	Sell	229,364 -41,554	-15%	-$2.52M	1.49%	10
2025 Q4	$16.5M	Buy	270,918 +6,657	+3%	+$400K	1.82%	9
2025 Q3	$15.6M	Buy	264,261 +34,765	+15%	+$1.97M	1.77%	10
2025 Q2	$12.5M	Buy	229,496 +5,674	+3%	+$285K	1.51%	13
2025 Q1	$10.9M	Buy	223,822 +394	+0.2%	+$20.3K	1.4%	13
2024 Q4	$11.5M	Sell	223,428 -2,679	-1%	-$138K	1.62%	9
2024 Q3	$11.2M	Buy	226,107 +1,691	+0.8%	+$80.6K	1.52%	10
2024 Q2	$10.5M	Buy	224,416 +38,971	+21%	+$1.74M	1.61%	10
2024 Q1	$8.23M	Buy	+185,445	New	+$7.78M	1.33%	16

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

WealthShield Partners's DYNF Position: Q1 2026 in Review

WealthShield Partners reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 15% in Q1 2026, selling an estimated $2.52M and leaving 229,364 shares worth $13.3M. The position accounts for 1.49% of the portfolio, ranked #10.

WealthShield Partners first reported a position in DYNF in Q1 2024 and has held it in 9 quarters since. The position peaked at $16.5M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

WealthShield Partners held 229,364 shares of BlackRock US Equity Factor Rotation ETF worth $13.3M as of Q1 2026.
WealthShield Partners sold 41,554 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $2.52M.
BlackRock US Equity Factor Rotation ETF made up 1.49% of WealthShield Partners's portfolio in Q1 2026, its #10 holding.
WealthShield Partners first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 9 quarters since.
WealthShield Partners's BlackRock US Equity Factor Rotation ETF position peaked at $16.5M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.