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

Western Wealth Management’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	$1.78M	Buy	30,520 +10,064	+49%	+$609K	0.07%	297
2025 Q4	$1.24M	Buy	20,456 +2,046	+11%	+$123K	0.06%	300
2025 Q3	$1.09M	Buy	18,410 +1,595	+9%	+$90.5K	0.06%	289
2025 Q2	$916K	Buy	16,815 +1,601	+11%	+$80.3K	0.05%	295
2025 Q1	$742K	Buy	15,214 +2,015	+15%	+$104K	0.05%	303
2024 Q4	$676K	Sell	13,199 -5,460	-29%	-$281K	0.04%	303
2024 Q3	$923K	Buy	18,659 +11,952	+178%	+$569K	0.05%	331
2024 Q2	$315K	Buy	+6,707	New	+$300K	0.02%	482

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

Western Wealth Management's DYNF Position: Q1 2026 in Review

Western Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 49% in Q1 2026, buying an estimated $609K and bringing the position to 30,520 shares worth $1.78M. The position accounts for 0.07% of the portfolio, ranked #297.

Western Wealth Management first reported a position in DYNF in Q2 2024 and has held it in 8 quarters since. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Western Wealth Management held 30,520 shares of BlackRock US Equity Factor Rotation ETF worth $1.78M as of Q1 2026.
Western Wealth Management bought 10,064 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $609K.
BlackRock US Equity Factor Rotation ETF made up 0.07% of Western Wealth Management's portfolio in Q1 2026, its #297 holding.
Western Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q2 2024 and has held it in 8 quarters since.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.