Wealthspire Advisors (New York)’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Wealthspire Advisors (New York)’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	$507K	Buy	7,457 +2,043	+38%	+$133K	﹤0.01%	795
2026 Q1	$315K	Buy	+5,414	New	+$328K	﹤0.01%	706
2025 Q4	–	Sell	-684	Closed	-$40.5K	–	1534
2025 Q3	$40.5K	Buy	+684	New	+$38.8K	﹤0.01%	1332

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Wealthspire Advisors (New York)'s DYNF Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 38% in Q2 2026, buying an estimated $133K and bringing the position to 7,457 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Wealthspire Advisors (New York) first reported a position in DYNF in Q3 2025 and has held it in 3 quarters since. 892 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Wealthspire Advisors (New York) held 7,457 shares of BlackRock US Equity Factor Rotation ETF worth $507K as of Q2 2026.
Wealthspire Advisors (New York) bought 2,043 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $133K.
BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #795 holding.
Wealthspire Advisors (New York) first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 3 quarters since.
892 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.