Dynamic Advisor Solutions LLC Purchases in Q2 2025

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Morgan Stanley ETF Trust
1.79K
+ 33.95%
N/A
7.06K $0
Morgan Stanley ETF Trust
5.99K
New
N/A
5.99K $0
QTUM
ETF Ser Solutions Defiance Qua
310
+ 9.1%
N/A
3.72K $0
Net Power Inc
10.4K
New
N/A
10.4K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
25K
+ 32.3%
N/A
102K $0
Tidal Tr Ii
5.59K
+ 22.89%
N/A
30K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
3.57K
+ 35.02%
N/A
13.8K $0
CRH.L
Crh PLC

Basic Materials
117
+ 1.13%
N/A
10.5K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
9.27K
+ 22.12%
N/A
51.2K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
25.6K
New
N/A
25.6K $0
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
600
+ 4.4%
$9.4 - $10.12 $5.64K - $6.07K
14.3K $135K
Corpay Inc
103
+ 13.29%
N/A
878 $0
CGSD
Capital Grp Core Plus Income E
15.8K
+ 38.9%
N/A
56.3K $0
Capital Grp Fixed Incm ETF T
23.5K
+ 13.63%
N/A
196K $0
Proshares Tr
13.3K
+ 135.23%
N/A
23.1K $0
PDEC
Innovator U.S. Equity Power Bu
13.5K
New
N/A
13.5K $0
CGMS
Capital Grp Core Plus Income E
15.3K
+ 12.1%
N/A
142K $0
Rb Global Inc
2.02K
New
N/A
2.02K $0
Dimensional ETF Trust
10.9K
New
N/A
10.9K $0
Goldman Sachs ETF Tr
7.3K
New
N/A
7.3K $0
Goldman Sachs ETF Tr
7.05K
+ 156.65%
N/A
11.6K $0
Dimensional ETF Trust
5.95K
New
N/A
5.95K $0
Gsk PLC
592
+ 7.21%
N/A
8.81K $0
Dimensional ETF Trust
1.41K
+ 25.66%
N/A
6.9K $0
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
13
+ 0.12%
$28.02 - $32.37 $364 - $421
10.4K $331K
AFL
Aflac Inc

Financial Services
86
+ 4.64%
$99.77 - $112.45 $8.58K - $9.67K
1.94K $204K
PLD
Prologis, Inc.

Real Estate
328
+ 5.96%
$89.76 - $112.34 $29.4K - $36.8K
5.83K $613K
ORI
Old Republic International Corp

Financial Services
58
+ 0.99%
$35.25 - $39.79 $2.04K - $2.31K
5.94K $228K
AJG
Arthur J. Gallagher & Co.

Financial Services
114
+ 7.06%
$310.86 - $348.77 $35.4K - $39.8K
1.73K $553K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
5
+ 0.04%
$9.85 - $11.67 $49.3 - $58.4
12K $134K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
238
+ 1.86%
$9.75 - $10.96 $2.32K - $2.61K
13K $134K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5
+ 0.01%
$26.18 - $26.93 $131 - $135
55.9K $1.49M
AWK
American Water Works Company, Inc.

Utilities
64
+ 3.28%
$133.82 - $151.96 $8.56K - $9.73K
2.02K $280K
HDV
Ishares Core High Dividend ETF

ETFs
29
+ 0.93%
$108.41 - $120.51 $3.14K - $3.49K
3.16K $370K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
585
+ 0.85%
$50.46 - $58.08 $29.5K - $34K
69.8K $4.01M
FMB
First Tr Exchange Traded Fd Ii

ETFs
104
+ 0.42%
$49.12 - $50.93 $5.11K - $5.3K
25K $1.25M
PEY
Invesco Exchange Traded Fd Tr

ETFs
536
+ 2.3%
$18.68 - $21.54 $10K - $11.5K
23.8K $486K
ELV
Elevance Health, Inc.

Healthcare
817
+ 11.32%
$372.27 - $452.69 $304K - $370K
8.03K $3.12M
MPLX
Mplx LP

Energy
23
+ 0.29%
$46.68 - $53.89 $1.07K - $1.24K
8.06K $415K
DXC
Dxc Technology CO

Technology
3.56K
+ 8.64%
$14.03 - $17.63 $49.9K - $62.8K
44.8K $684K
PPL
Ppl Corp

Utilities
10
+ 0.11%
$33.45 - $36.5 $335 - $365
9.03K $306K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
2K
+ 2.65%
$13.74 - $15.66 $27.5K - $31.3K
77.5K $1.15M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
152
+ 1.41%
$44.37 - $50.04 $6.74K - $7.61K
10.9K $519K
DVA
Davita Inc.

Healthcare
4
+ 0.19%
$133.5 - $155.51 $534 - $622
2.15K $305K
HCAT
Health Catalyst, Inc.

Healthcare
3.12K
+ 6.83%
$3.58 - $4.52 $11.2K - $14.1K
48.7K $183K
LOW
Lowes Companies Inc

Consumer Cyclical
38
+ 1.24%
$210.83 - $235.28 $8.01K - $8.94K
3.09K $685K
TMUS
T Mobile Us, Inc.

Communication Services
351
+ 8.54%
$220.99 - $268.54 $77.6K - $94.3K
4.46K $1.06M
ED
Consolidated Edison Inc

Utilities
328
+ 4.79%
$98.05 - $113.3 $32.2K - $37.2K
7.18K $720K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
148
+ 5.3%
$421.16 - $509.5 $62.3K - $75.4K
2.94K $1.31M
Activity Summary
Buys All Purchases 530 New Holdings 80 Increased Positions 450 Sells All Sells 342 Reductions 342 Sold out 0 Options Calls 2 Puts 1
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