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
GSY
Invesco Actively Mngd ETF Tr U

ETFs
1.81K
+ 5.55%
$50.08 - $50.37 $90.5K - $91K
34.4K $1.73M
BSJR
Invesco Indx Tr

ETFs
4.14K
+ 39.63%
$22.64 - $22.85 $93.6K - $94.5K
14.6K $331K
VOX
Vanguard Communication Service

ETFs
356
+ 25.0%
$169.0 - $192.17 $60.2K - $68.4K
1.78K $334K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
40
+ 0.27%
$74.93 - $80.73 $3K - $3.23K
15.1K $1.22M
JCI
Johnson Controls International PLC

Industrials
619
+ 11.95%
$103.24 - $111.73 $63.9K - $69.2K
5.8K $637K
WTW
Willis Towers Watson PLC

Financial Services
28
+ 1.38%
$301.83 - $345.45 $8.45K - $9.67K
2.06K $710K
EQIX
Equinix Inc

Real Estate
123
+ 16.38%
$756.7 - $811.13 $93.1K - $99.8K
874 $684K
VEU
Vanguard Ftse All World Ex Us

ETFs
384
+ 2.73%
$66.38 - $71.68 $25.5K - $27.5K
14.4K $1.03M
FNDA
Schwab Fundamental U S Small C

ETFs
1.49K
+ 9.37%
$28.75 - $31.93 $42.9K - $47.6K
17.4K $542K
CBRE
Cbre Group, Inc.

Real Estate
333
+ 17.72%
$137.04 - $165.9 $45.6K - $55.2K
2.21K $348K
WRB
Berkley W R Corp

Financial Services
908
+ 22.53%
$67.78 - $76.62 $61.5K - $69.6K
4.94K $378K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.32K
+ 2.84%
$47.76 - $48.46 $62.9K - $63.9K
47.8K $2.3M
WEC
Wec Energy Group, Inc.

Utilities
284
+ 6.05%
$103.66 - $114.59 $29.4K - $32.5K
4.98K $570K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
68
+ 0.39%
$62.54 - $68.42 $4.25K - $4.65K
17.5K $1.18M
IWV
Ishares Russell 3000 ETF

ETFs
7
+ 0.25%
$351.04 - $379.81 $2.46K - $2.66K
2.83K $1.07M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.21K
+ 1.17%
$22.64 - $23.22 $50.1K - $51.4K
191K $4.41M
ENFR
Alerian Energy Infrastructure

ETFs
2.23K
+ 10.61%
$31.23 - $32.68 $69.6K - $72.9K
23.3K $753K
TTWO
Take Two Interactive Software Inc

Communication Services
185
+ 10.26%
$217.37 - $259.96 $40.2K - $48.1K
1.99K $513K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
666
+ 3.71%
$53.93 - $57.58 $35.9K - $38.3K
18.6K $1.05M
BTI
British American Tobacco P.L.C.

Consumer Defensive
301
+ 2.96%
$46.69 - $59.27 $14.1K - $17.8K
10.5K $555K
ALC
Alcon Inc

Healthcare
2.29K
+ 32.48%
$73.24 - $92.22 $168K - $212K
9.36K $697K
SPYG
Spdr Portfolio

ETFs
400
+ 11.64%
$94.33 - $105.31 $37.7K - $42.1K
3.84K $400K
EWG
Ishares Msci Germany ETF

ETFs
1.89K
+ 18.28%
$40.75 - $43.26 $77.1K - $81.8K
12.2K $509K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.15K
+ 11.73%
$30.13 - $33.37 $34.7K - $38.4K
11K $366K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
152
+ 7.86%
$236.25 - $257.69 $35.9K - $39.2K
2.09K $535K
ETR
Entergy Corp

Utilities
148
+ 2.84%
$80.93 - $93.55 $12K - $13.8K
5.37K $500K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
173
+ 1.7%
$82.42 - $87.03 $14.3K - $15.1K
10.3K $898K
IDXX
Idexx Laboratories Inc

Healthcare
21
+ 4.18%
$514.61 - $682.78 $10.8K - $14.3K
523 $334K
NET
Cloudflare, Inc.

Technology
171
+ 11.19%
$181.39 - $228.28 $31K - $39K
1.7K $364K
PSA
Public Storage

Real Estate
371
+ 3.89%
$271.94 - $298.09 $101K - $111K
9.91K $2.86M
ITW
Illinois Tool Works Inc

Industrials
48
+ 1.26%
$252.31 - $269.41 $12.1K - $12.9K
3.86K $1.01M
BOND
Pimco Active Bond Exchange Tra

ETFs
623
+ 12.0%
$90.83 - $93.81 $56.6K - $58.4K
5.81K $542K
NWL
Newell Brands Inc.

Consumer Defensive
12.2K
New
$4.76 - $6.39 $58K - $77.8K
12.2K $63K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
1.26K
+ 7.19%
$27.72 - $29.39 $34.9K - $37K
18.8K $550K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
3.16K
+ 11.82%
$18.32 - $18.72 $57.9K - $59.2K
29.9K $555K
EMB
Ishares Tr

ETFs
538
+ 12.57%
$91.52 - $95.59 $49.2K - $51.4K
4.82K $458K
SBUX
Starbucks Corp

Consumer Cyclical
1.28K
+ 18.83%
$81.9 - $96.86 $105K - $124K
8.07K $682K
CCJ
Cameco Corp

Energy
177
+ 3.7%
$70.47 - $86.89 $12.5K - $15.4K
4.97K $416K
ADI
Analog Devices Inc

Technology
59
+ 1.0%
$220.68 - $255.63 $13K - $15.1K
5.97K $1.47M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
548
+ 1.49%
$35.94 - $38.52 $19.7K - $21.1K
37.3K $1.39M
JCPB
J P Morgan Exchange Traded Fd

ETFs
1.18K
+ 18.09%
$46.37 - $47.77 $54.8K - $56.5K
7.72K $366K
WRN
Western Copper & Gold Corp

Basic Materials
29.5K
New
$1.2 - $1.98 $35.4K - $58.4K
29.5K $58K
AGNC
Agnc Investment Corp.

Real Estate
4.51K
+ 20.85%
$9.2 - $10.37 $41.5K - $46.8K
26.2K $256K
DLR
Digital Realty Trust, Inc.

Real Estate
635
+ 1.8%
$161.21 - $180.02 $102K - $114K
35.9K $6.2M
WELL
Welltower Inc.

Real Estate
68
+ 3.64%
$150.71 - $178.14 $10.2K - $12.1K
1.93K $344K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3.37K
+ 4.35%
$14.8 - $15.15 $49.9K - $51.1K
80.9K $1.21M
SNOW
Snowflake Inc.

Technology
241
+ 12.77%
$191.73 - $241.0 $46.2K - $58.1K
2.13K $479K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.02K
+ 7.16%
$45.6 - $46.92 $46.5K - $47.8K
15.3K $712K
STLG
Ishares Factors Us Growth Styl

ETFs
1.1K
+ 6.24%
N/A
18.7K $942K
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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