Advus Financial Partners, LLC’s BlackRock US Equity Factor Rotation ETF DYNF Stock Holding History

Advus Financial Partners, LLC’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	$8.09M	Sell	118,929 -5,253	-4%	-$342K	1.84%	8
2026 Q1	$7.22M	Buy	124,182 +9,489	+8%	+$574K	1.81%	9
2025 Q4	$6.97M	Buy	114,693 +7,374	+7%	+$443K	1.69%	11
2025 Q3	$6.35M	Buy	107,319 +4,369	+4%	+$248K	1.53%	15
2025 Q2	$5.61M	Buy	102,950 +9,484	+10%	+$476K	1.43%	15
2025 Q1	$4.56M	Buy	93,466 +4,051	+5%	+$208K	1.28%	16
2024 Q4	$4.58M	Buy	89,415 +40,603	+83%	+$2.09M	1.29%	15
2024 Q3	$2.41M	Buy	48,812 +21,354	+78%	+$1.02M	0.69%	29
2024 Q2	$1.29M	Buy	27,458 +14,512	+112%	+$649K	0.39%	42
2024 Q1	$575K	Buy	+12,946	New	+$543K	0.18%	79

Other funds holding DYNF

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Advus Financial Partners, LLC's DYNF Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 4.2% in Q2 2026, selling an estimated $342K and leaving 118,929 shares worth $8.09M. The position accounts for 1.84% of the portfolio, ranked #8.

Advus Financial Partners, LLC first reported a position in DYNF in Q1 2024 and has held it in 10 quarters since. 888 funds tracked by Wall St. Rank hold DYNF as of Q2 2026.

Advus Financial Partners, LLC held 118,929 shares of BlackRock US Equity Factor Rotation ETF worth $8.09M as of Q2 2026.
Advus Financial Partners, LLC sold 5,253 BlackRock US Equity Factor Rotation ETF shares in Q2 2026, an estimated $342K.
BlackRock US Equity Factor Rotation ETF made up 1.84% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #8 holding.
Advus Financial Partners, LLC first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2024 and has held it in 10 quarters since.
888 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.