Dynamic Advisor Solutions LLC Purchases in Q3 2025

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
6.99K
+ 28.72%
$48.72 - $50.73 $340K - $354K
31.3K $1.54M
AIQ
Global X Funds Global X Artifi

ETFs
2.52K
+ 6.41%
$43.2 - $49.66 $109K - $125K
41.8K $2.06M
FTLS
First Tr Long/Short Equity ETF

ETFs
3.41K
+ 11.5%
$65.78 - $69.95 $224K - $238K
33K $2.31M
XLE
Energy Sector Spdr

ETFs
1.59K
+ 3.6%
$84.25 - $91.99 $134K - $146K
45.8K $4.1M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
4.48K
+ 3.63%
N/A
128K $9.56M
COIN
Coinbase Global, Inc.

Technology
1.02K
+ 101.7%
$297.99 - $419.78 $303K - $426K
2.02K $680K
VOT
Vanguard Mid Cap Growth Index

ETFs
753
+ 6.69%
$282.75 - $294.19 $213K - $222K
12K $3.53M
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.31K
+ 6.36%
$50.52 - $50.75 $319K - $320K
105K $5.35M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.78K
+ 2.33%
$47.86 - $48.43 $276K - $280K
254K $12.2M
FTCS
First Trust Capital Strength E

ETFs
2.17K
+ 5.01%
$89.72 - $93.74 $195K - $203K
45.5K $4.26M
PWR
Quanta Services, Inc.

Industrials
264
+ 4.58%
$372.29 - $421.68 $98.3K - $111K
6.02K $2.5M
SHYD
Vaneck Short High Yield Muni E

ETFs
12.5K
+ 11.4%
$22.31 - $23.01 $278K - $287K
122K $2.79M
AVEM
American Centy ETF Tr Avantis

ETFs
380
+ 0.88%
$68.33 - $75.41 $26K - $28.7K
43.6K $3.28M
VO
Vanguard Mid Cap ETF

ETFs
67
+ 0.32%
$279.83 - $293.74 $18.7K - $19.7K
20.8K $6.11M
FNF
Fidelity National Financial, Inc.

Financial Services
931
+ 1.65%
$51.22 - $61.07 $47.7K - $56.9K
57.2K $3.46M
MMM
3 M CO

Industrials
1.86K
+ 34.23%
$144.41 - $160.2 $268K - $298K
7.29K $1.13M
SCHP
Schwab Strategic Us Tips ETF

ETFs
10.6K
+ 18.93%
$26.44 - $27.1 $280K - $287K
66.5K $1.79M
MPC
Marathon Petroleum Corp

Energy
144
+ 1.41%
$158.59 - $198.69 $22.8K - $28.6K
10.3K $1.99M
VBK
Vanguard Small Cap Growth ETF

ETFs
822
+ 32.43%
$276.51 - $305.12 $227K - $251K
3.36K $999K
GBCI
Glacier Bancorp, Inc.

Financial Services
98
+ 0.19%
$42.86 - $50.13 $4.2K - $4.91K
52.3K $2.54M
GD
General Dynamics Corp

Industrials
571
+ 29.66%
$293.92 - $341.0 $168K - $195K
2.5K $851K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
10.4K
+ 4.03%
$13.77 - $14.45 $143K - $150K
269K $3.88M
XLB
Select Sector Spdr Fd Material

ETFs
3.12K
+ 116.42%
$86.72 - $92.61 $271K - $289K
5.8K $519K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
11K
+ 25.48%
$23.1 - $23.9 $255K - $263K
54.3K $1.29M
DUK
Duke Energy Corp

Utilities
773
+ 2.44%
$116.31 - $125.93 $89.9K - $97.3K
32.5K $4.02M
VIG
Vanguard Dividend Appreciation

ETFs
1.5K
+ 5.82%
N/A
27.3K $4.97M
IAU
Ishares Gold Trust

ETFs
1.56K
+ 10.11%
$61.62 - $72.77 $96K - $113K
17K $1.23M
AMAT
Applied Materials Inc

Technology
330
+ 3.52%
$156.25 - $204.95 $51.6K - $67.6K
9.7K $1.99M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.32K
+ 6.57%
$97.75 - $100.75 $227K - $234K
37.6K $3.77M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
1.91K
+ 6.83%
$81.61 - $86.58 $156K - $165K
29.8K $2.55M
BNS
Bank Of Nova Scotia

Financial Services
1.15K
+ 5.66%
$54.5 - $64.93 $62.8K - $74.9K
21.5K $1.39M
APLD
Applied Blockchain, Inc.

Financial Services
11.5K
New
$9.18 - $24.67 $106K - $284K
11.5K $263K
AVUV
American Centy ETF Tr Avantis

ETFs
285
+ 1.05%
$90.37 - $102.12 $25.8K - $29.1K
27.3K $2.72M
APA
Apa Corp

Energy
10.4K
New
$18.06 - $24.69 $188K - $257K
10.4K $252K
UNP
Union Pacific Corp

Industrials
239
+ 0.77%
$214.91 - $237.16 $51.4K - $56.7K
31.2K $7.38M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.13K
New
$195.29 - $223.85 $220K - $253K
1.13K $250K
HYD
Vaneck High Yield Muni ETF

ETFs
4.9K
New
$48.85 - $50.94 $240K - $250K
4.9K $249K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
10.1K
New
$20.98 - $26.94 $211K - $271K
10.1K $247K
CDNS
Cadence Design Systems Inc

Technology
189
+ 4.54%
$309.46 - $373.37 $58.5K - $70.6K
4.35K $1.53M
DAL
Delta Air Lines, Inc.

Industrials
4.32K
New
$49.0 - $61.97 $211K - $267K
4.32K $244K
FTSL
First Trust Senior Ln Fund

ETFs
5.3K
+ 16.47%
$45.81 - $46.18 $243K - $245K
37.5K $1.72M
IREN
Iris Energy LTD

Financial Services
5.25K
New
$15.1 - $47.14 $79.3K - $248K
5.25K $240K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
1.59K
New
$142.94 - $152.69 $228K - $243K
1.59K $240K
DUOL
Duolingo, Inc.

Technology
889
+ 163.42%
$271.18 - $403.06 $241K - $358K
1.43K $461K
PFE
Pfizer Inc

Healthcare
6.3K
+ 10.35%
$23.29 - $25.88 $147K - $163K
67.2K $1.71M
IXUS
Ishares Tr

ETFs
2.86K
New
$76.35 - $82.58 $219K - $236K
2.86K $236K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.34K
New
$43.1 - $44.6 $230K - $238K
5.34K $236K
MA
Mastercard Inc

Financial Services
194
+ 1.09%
$550.18 - $598.96 $107K - $116K
18K $10.2M
MCD
Mcdonalds Corp

Consumer Cyclical
107
+ 0.64%
$291.67 - $316.99 $31.2K - $33.9K
16.9K $5.14M
Activity Summary
Buys All Purchases 567 New Holdings 63 Increased Positions 504 Sells All Sells 333 Reductions 333 Sold out 0 Options Calls 0 Puts 0
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