WI
DYNF icon

Wintrust Investments’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Wintrust Investments’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
2024
Q4 		$81K Buy
1,595
+66
+4% +$3.4K 0.07% 187
2024
Q3 		$75K Sell
1,529
-13,325
-90% -$635K 0.06% 252
2024
Q2 		$697K Buy
14,854
+1,862
+14% +$83.3K 0.06% 245
2024
Q1 		$577K Buy
+12,992
New +$545K 0.05% 262

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Wintrust Investments's DYNF Position: Q4 2024 in Review

Wintrust Investments increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.3% in Q4 2024, buying an estimated $3.4K and bringing the position to 1,595 shares worth $81K. The position accounts for 0.07% of the portfolio, ranked #187.

Wintrust Investments first reported a position in DYNF in Q1 2024 and has held it in 4 quarters since. The position peaked at $697K in Q2 2024. 529 funds tracked by Wall St. Rank hold DYNF as of Q4 2024.

  • Wintrust Investments held 1,595 shares of BlackRock US Equity Factor Rotation ETF worth $81K as of Q4 2024.
  • Wintrust Investments bought 66 BlackRock US Equity Factor Rotation ETF shares in Q4 2024, an estimated $3.4K.
  • BlackRock US Equity Factor Rotation ETF made up 0.07% of Wintrust Investments's portfolio in Q4 2024, its #187 holding.
  • Wintrust Investments first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 4 quarters since.
  • Wintrust Investments's BlackRock US Equity Factor Rotation ETF position peaked at $697K in Q2 2024.
  • 529 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.