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

Yukon 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	$2.71M	Buy	46,589 +198	+0.4%	+$12K	1.62%	17
2025 Q4	$2.82M	Buy	46,391 +3,605	+8%	+$217K	1.63%	16
2025 Q3	$2.53M	Sell	42,786 -978	-2%	-$55.5K	0.83%	30
2025 Q2	$2.38M	Buy	43,764 +2,364	+6%	+$119K	0.85%	31
2025 Q1	$2.02M	Buy	+41,400	New	+$2.13M	0.84%	30

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

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

Yukon Wealth Management increased its BlackRock US Equity Factor Rotation ETF (DYNF) stake by 0.43% in Q1 2026, buying an estimated $12K and bringing the position to 46,589 shares worth $2.71M. The position accounts for 1.62% of the portfolio, ranked #17.

Yukon Wealth Management first reported a position in DYNF in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.82M in Q4 2025. 821 funds tracked by Wall St. Rank hold DYNF as of Q1 2026.

Yukon Wealth Management held 46,589 shares of BlackRock US Equity Factor Rotation ETF worth $2.71M as of Q1 2026.
Yukon Wealth Management bought 198 BlackRock US Equity Factor Rotation ETF shares in Q1 2026, an estimated $12K.
BlackRock US Equity Factor Rotation ETF made up 1.62% of Yukon Wealth Management's portfolio in Q1 2026, its #17 holding.
Yukon Wealth Management first reported a position in BlackRock US Equity Factor Rotation ETF in Q1 2025 and has held it in 5 quarters since.
Yukon Wealth Management's BlackRock US Equity Factor Rotation ETF position peaked at $2.82M in Q4 2025.
821 funds tracked by Wall St. Rank held BlackRock US Equity Factor Rotation ETF as of Q1 2026.

Based on Yukon Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.