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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
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
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

Wealthspire Advisors (New York)'s DYNF Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in BlackRock US Equity Factor Rotation ETF (DYNF) in Q1 2026: 5,414 shares worth $315K. The stake represents ﹤0.01% of the portfolio and ranks #706 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in DYNF as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in DYNF in Q3 2025 and has held it in 2 quarters since. 823 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

  • Wealthspire Advisors (New York) held 5,414 shares of BlackRock US Equity Factor Rotation ETF worth $315K as of Q1 2026.
  • BlackRock US Equity Factor Rotation ETF was a new Wealthspire Advisors (New York) position in Q1 2026.
  • BlackRock US Equity Factor Rotation ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #706 holding.
  • Wealthspire Advisors (New York) first reported a position in BlackRock US Equity Factor Rotation ETF in Q3 2025 and has held it in 2 quarters since.
  • 823 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.