Dynamic Advisor Solutions LLC Purchases in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
256
+ 15.69%
$196.12 - $229.48 $50.2K - $58.7K
1.89K $381K
ROAM
Hartford Multifactor Emerging

ETFs
1.11K
+ 4.95%
$22.41 - $24.25 $24.9K - $27K
23.6K $556K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
415
+ 4.01%
$47.08 - $50.67 $19.5K - $21K
10.8K $540K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
771
+ 2.59%
$53.81 - $62.59 $41.5K - $48.3K
30.5K $1.73M
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
1.7K
+ 4.63%
$15.28 - $15.95 $25.9K - $27.1K
38.3K $595K
FCX
Freeport Mcmoran Inc

Basic Materials
1.14K
+ 4.73%
$34.5 - $43.01 $39.2K - $48.9K
25.2K $953K
BXSL
Blackstone Secured Lending Fund

Financial Services
1.04K
+ 3.31%
$31.3 - $34.5 $32.4K - $35.7K
32.3K $1.05M
QCOM
Qualcomm Inc

Technology
228
+ 1.31%
$151.94 - $175.86 $34.6K - $40.1K
17.6K $2.7M
LHX
L3 Harris Technologies, Inc.

Industrials
162
+ 11.6%
$194.65 - $222.86 $31.5K - $36.1K
1.56K $326K
HIG
Hartford Financial Services Group, Inc.

Financial Services
12
+ 0.55%
$106.31 - $123.73 $1.28K - $1.48K
2.2K $272K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
679
+ 14.89%
$110.9 - $132.93 $75.3K - $90.3K
5.24K $595K
FIS
Fidelity National Information Services, Inc.

Technology
773
+ 17.25%
$68.12 - $83.42 $52.7K - $64.5K
5.26K $392K
DVY
Ishares Tr

ETFs
200
+ 9.0%
$128.58 - $138.1 $25.7K - $27.6K
2.42K $321K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
58
+ 0.32%
$97.38 - $104.52 $5.65K - $6.06K
18.1K $1.82M
XSMO
Invesco S&P Smallcap Momentum

ETFs
660
+ 16.78%
$59.97 - $70.03 $39.6K - $46.2K
4.59K $288K
BDX
Becton Dickinson & CO

Healthcare
101
+ 7.74%
$222.79 - $249.08 $22.5K - $25.2K
1.41K $322K
HCAT
Health Catalyst, Inc.

Healthcare
20.1K
+ 78.98%
$3.97 - $7.42 $79.9K - $149K
45.6K $206K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
508
+ 1.21%
$50.03 - $50.27 $25.4K - $25.5K
42.7K $2.14M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3
+ 0.06%
$68.32 - $75.06 $205 - $225
5.3K $395K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
8.34K
+ 15.3%
$2.88 - $2.99 $24K - $24.9K
62.8K $182K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
965
+ 10.09%
$41.26 - $44.98 $39.8K - $43.4K
10.5K $442K
CTVA
Corteva, Inc.

Basic Materials
42
+ 1.16%
$55.94 - $66.15 $2.35K - $2.78K
3.67K $230K
ENFR
Alerian Energy Infrastructure

ETFs
231
+ 2.32%
$30.27 - $34.12 $6.99K - $7.88K
10.2K $333K
D
Dominion Energy, Inc

Utilities
193
+ 3.31%
$52.85 - $57.43 $10.2K - $11.1K
6.02K $337K
IQV
Iqvia Holdings Inc.

Healthcare
299
+ 20.33%
$176.3 - $209.96 $52.7K - $62.8K
1.77K $312K
NSC
Norfolk Southern Corp

Industrials
65
+ 1.85%
$227.69 - $259.76 $14.8K - $16.9K
3.57K $845K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
584
+ 8.19%
$64.6 - $69.89 $37.7K - $40.8K
7.72K $505K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
557
+ 2.99%
$31.4 - $33.22 $17.5K - $18.5K
19.2K $617K
PHO
Invesco Exchange Traded Fd Tr

ETFs
497
+ 5.85%
$63.77 - $68.75 $31.7K - $34.2K
8.99K $578K
AVUS
American Centy ETF Tr Avantis

ETFs
573
+ 8.0%
$90.7 - $101.57 $52K - $58.2K
7.74K $714K
ORI
Old Republic International Corp

Financial Services
29
+ 0.5%
$33.46 - $39.22 $970 - $1.14K
5.88K $230K
ABC
Amerisourcebergen Corp

Healthcare
93
+ 6.45%
N/A
1.54K $284K
TOMZ
Tomi Environmental Solutions, Inc.

Industrials
20K
New
$0.73 - $1.22 $14.6K - $24.4K
20K $16K
IBN
Icici Bank LTD

Financial Services
109
+ 1.52%
$27.55 - $31.67 $3K - $3.45K
7.27K $228K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
832
+ 3.24%
$18.01 - $18.31 $15K - $15.2K
26.5K $479K
LYG
Lloyds Banking Group PLC

Financial Services
527
+ 4.78%
$2.58 - $3.9 $1.36K - $2.06K
11.6K $44K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
27
+ 0.17%
$46.26 - $47.48 $1.25K - $1.28K
16.3K $770K
DVA
Davita Inc.

Healthcare
27
+ 1.28%
$140.0 - $177.35 $3.78K - $4.79K
2.14K $327K
IMUX
Immunic, Inc.

Healthcare
10K
New
$0.94 - $1.3 $9.4K - $13K
10K $10K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
1.14K
+ 7.18%
$12.48 - $13.53 $14.2K - $15.4K
16.9K $212K
COF
Capital One Financial Corp

Financial Services
3
+ 0.03%
$163.87 - $209.82 $492 - $629
10K $1.8M
IBB
Ishares Biotechnology ETF

ETFs
155
+ 2.81%
$127.9 - $140.56 $19.8K - $21.8K
5.66K $737K
MRSK
Toews Agility Shares Managed R

Technology
3.83K
+ 5.26%
$31.27 - $33.98 $120K - $130K
76.6K $2.41M
PPT
Putnam Premier Income Trust

Financial Services
2K
+ 6.7%
$3.54 - $3.65 $7.09K - $7.31K
31.9K $115K
QUAL
Ishares Msci Usa Quality Facto

ETFs
354
+ 4.88%
$168.16 - $186.21 $59.5K - $65.9K
7.6K $1.3M
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.02K
+ 1.18%
$17.53 - $17.87 $17.8K - $18.2K
87K $1.53M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
201
+ 4.4%
$48.25 - $52.09 $9.7K - $10.5K
4.77K $235K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
721
+ 5.98%
$10.81 - $11.29 $7.79K - $8.14K
12.8K $139K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
314
+ 8.82%
$69.69 - $79.99 $21.9K - $25.1K
3.87K $276K
Activity Summary
Buys All Purchases 589 New Holdings 239 Increased Positions 350 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 2 Puts 1
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