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
SSNC
Ss&C Technologies Holdings Inc

Technology
141
+ 1.98%
$81.85 - $90.2 $11.5K - $12.7K
7.25K $643K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
597
+ 2.49%
$50.9 - $52.37 $30.4K - $31.3K
24.6K $1.28M
LKQ
Lkq Corp

Consumer Cyclical
5.16K
+ 31.6%
$29.24 - $39.21 $151K - $202K
21.5K $656K
GILD
Gilead Sciences, Inc.

Healthcare
389
+ 0.71%
$108.22 - $120.47 $42.1K - $46.9K
55.3K $6.14M
ARKG
Ark Genomic Revolution ETF (De

ETFs
453
+ 4.3%
$22.91 - $27.85 $10.4K - $12.6K
11K $305K
FPE
First Tr Pfd Secs & Income ETF

ETFs
653
+ 0.76%
$17.81 - $18.39 $11.6K - $12K
86.6K $1.58M
VXF
Vanguard Extended Market ETF

ETFs
67
+ 3.4%
$193.58 - $213.07 $13K - $14.3K
2.04K $426K
IWP
Ishares Russell Mid Cap Growth

ETFs
55
+ 0.54%
$137.51 - $145.26 $7.56K - $7.99K
10.3K $1.47M
RDVY
First Trust Rising Dividend Ac

ETFs
278
+ 4.67%
$62.38 - $67.29 $17.3K - $18.7K
6.23K $419K
THC
Tenet Healthcare Corp

Healthcare
7
+ 0.44%
$148.38 - $203.04 $1.04K - $1.42K
1.61K $326K
VST
Vistra Corp.

Utilities
184
+ 5.38%
$182.0 - $217.92 $33.5K - $40.1K
3.6K $706K
MCK
Mckesson Corp

Healthcare
12
+ 1.4%
$659.01 - $772.54 $7.91K - $9.27K
871 $672K
FANG
Diamondback Energy, Inc.

Energy
143
+ 3.74%
$134.53 - $152.5 $19.2K - $21.8K
3.96K $567K
RJF
Raymond James Financial Inc

Financial Services
33
+ 1.78%
$154.64 - $176.43 $5.1K - $5.82K
1.89K $325K
MLM
Martin Marietta Materials Inc

Basic Materials
4
+ 0.84%
$546.36 - $631.12 $2.19K - $2.52K
480 $302K
ITA
Ishares Tr

ETFs
69
+ 6.21%
$184.73 - $209.26 $12.7K - $14.4K
1.18K $247K
AVIG
American Centy ETF Tr Avantis

ETFs
378
+ 0.81%
$41.02 - $42.32 $15.5K - $16K
46.8K $1.97M
CGCP
Capital Group Core Plus Income

ETFs
637
+ 0.63%
$22.27 - $22.95 $14.2K - $14.6K
103K $2.33M
VGSH
Vanguard

ETFs
489
+ 0.63%
$58.43 - $58.88 $28.6K - $28.8K
78.2K $4.6M
VOE
Vanguard Mid Cap Value Index F

ETFs
7
+ 0.2%
$164.63 - $174.58 $1.15K - $1.22K
3.51K $612K
EIX
Edison International

Utilities
306
+ 6.38%
$50.42 - $56.35 $15.4K - $17.2K
5.1K $282K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
507
+ 4.15%
$13.29 - $16.05 $6.74K - $8.14K
12.7K $202K
XAR
Spdr S&P Aerospace & Defense E

ETFs
44
+ 4.36%
$205.52 - $234.96 $9.04K - $10.3K
1.05K $247K
FNDX
Schwab Fundamental U S Large C

ETFs
62
+ 0.34%
$24.38 - $26.34 $1.51K - $1.63K
18.4K $483K
FISV
Fiserv Inc

Technology
252
+ 4.42%
N/A
5.96K $745K
HAIN
Hain Celestial Group Inc

Consumer Defensive
20K
New
$1.44 - $2.15 $28.8K - $43K
20K $31K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
68
+ 5.05%
$148.97 - $165.88 $10.1K - $11.3K
1.41K $232K
SRLN
Ssga Active Trust

ETFs
709
+ 3.73%
$41.28 - $41.65 $29.3K - $29.5K
19.7K $820K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5
+ 0.15%
$131.47 - $143.64 $657 - $718
3.31K $468K
ROK
Rockwell Automation, Inc

Industrials
32
+ 3.26%
$328.67 - $358.52 $10.5K - $11.5K
1.02K $354K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
952
+ 5.68%
$24.39 - $24.93 $23.2K - $23.7K
17.7K $437K
ECL
Ecolab Inc.

Basic Materials
21
+ 0.42%
$259.39 - $285.47 $5.45K - $5.99K
5.01K $1.37M
WDAY
Workday, Inc.

Technology
110
+ 11.09%
$213.69 - $247.69 $23.5K - $27.2K
1.1K $265K
NWSA
News Corp

Communication Services
407
+ 2.93%
$28.38 - $31.03 $11.6K - $12.6K
14.3K $438K
PBP
Invesco Exchange Traded Fd Tr

ETFs
1K
+ 7.8%
$21.75 - $22.26 $21.8K - $22.3K
13.9K $306K
STE
Steris PLC

Healthcare
71
+ 5.8%
$221.21 - $252.43 $15.7K - $17.9K
1.3K $320K
SONY
Sony Group Corp

Technology
67
+ 0.79%
$23.92 - $30.07 $1.6K - $2.01K
8.53K $245K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
42
+ 3.9%
$301.44 - $365.84 $12.7K - $15.4K
1.12K $362K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.04%
$79.39 - $90.39 $79.4 - $90.4
2.73K $242K
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
525
+ 8.83%
$38.32 - $39.33 $20.1K - $20.6K
6.47K $253K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
59
+ 1.95%
$68.27 - $75.58 $4.03K - $4.46K
3.09K $229K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
111
+ 0.41%
$26.88 - $27.78 $2.98K - $3.08K
27.3K $758K
NUE
Nucor Corp

Basic Materials
99
+ 5.29%
$133.3 - $150.33 $13.2K - $14.9K
1.97K $266K
AFL
Aflac Inc

Financial Services
99
+ 5.11%
$98.09 - $111.7 $9.71K - $11.1K
2.04K $227K
HIG
Hartford Financial Services Group, Inc.

Financial Services
67
+ 2.98%
$119.73 - $134.7 $8.02K - $9.02K
2.31K $308K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.16K
+ 9.33%
$18.61 - $18.94 $21.6K - $22K
13.6K $255K
BSCV
Invesco ETF Self Indexed Fd Tr
1.17K
+ 8.86%
$16.39 - $16.83 $19.1K - $19.7K
14.4K $239K
EPI
Wisdomtree Tr India Earnings F

ETFs
5.47K
+ 8.12%
$43.79 - $47.63 $240K - $261K
72.9K $3.22M
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
1.71K
+ 13.16%
$9.87 - $10.65 $16.9K - $18.2K
14.7K $155K
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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