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
AIG
American International Group, Inc.

Financial Services
139
+ 3.35%
$77.56 - $87.72 $10.8K - $12.2K
4.29K $367K
CDC
Victory Portfolios Ii Shs Inco

ETFs
177
+ 4.39%
$58.28 - $65.68 $10.3K - $11.6K
4.21K $268K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
146
+ 0.88%
$23.32 - $24.45 $3.4K - $3.57K
16.7K $409K
VGLT
Vanguard Long Term Treasury Et

ETFs
470
+ 2.44%
$53.66 - $58.71 $25.2K - $27.6K
19.8K $1.11M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
8
+ 0.06%
$49.54 - $50.53 $396 - $404
14.3K $721K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
257
+ 2.11%
$13.7 - $14.3 $3.52K - $3.68K
12.4K $177K
VICI
Vici Properties Inc.

Real Estate
140
+ 1.41%
$29.41 - $32.97 $4.12K - $4.62K
10.1K $328K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
145
+ 1.18%
$18.28 - $18.7 $2.65K - $2.71K
12.4K $232K
ONB
Old National Bancorp

Financial Services
156
+ 1.1%
$17.95 - $22.57 $2.8K - $3.52K
14.3K $305K
BSCV
Invesco ETF Self Indexed Fd Tr
161
+ 1.24%
$15.97 - $16.53 $2.57K - $2.66K
13.2K $217K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
70
+ 1.09%
$55.57 - $62.73 $3.89K - $4.39K
6.5K $400K
BOND
Pimco Active Bond Exchange Tra

ETFs
45
+ 0.87%
$89.87 - $92.93 $4.04K - $4.18K
5.19K $478K
SYY
Sysco Corp

Consumer Defensive
9
+ 0.33%
$68.0 - $75.91 $612 - $683
2.7K $204K
AEP
American Electric Power CO Inc

Utilities
299
+ 5.53%
$98.59 - $109.11 $29.5K - $32.6K
5.71K $592K
WIT
Wipro LTD

Technology
1.17K
+ 3.97%
$2.7 - $3.09 $3.15K - $3.61K
30.6K $92K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
486
+ 0.52%
$4.27 - $5.08 $2.08K - $2.47K
94K $474K
Vanguard Malvern Fds
2.4K
+ 29.45%
N/A
10.6K $0
Vanguard Malvern Fds
74.6K
New
N/A
74.6K $0
Tidal Trust Iii
10K
New
N/A
10K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
6K
+ 109.09%
N/A
11.5K $0
Arista Networks Inc
2.01K
+ 9.11%
N/A
24K $0
Spinnaker ETF Series
15.5K
New
N/A
15.5K $0
XSVN
Bondbloxx ETF Tr 7 Yr Target D
15.1K
+ 113.83%
N/A
28.4K $0
2023 ETF Series Trust Ii
13
+ 0.16%
N/A
7.99K $0
Thomson Reuters Corp
15
+ 0.04%
N/A
34.8K $0
Tcw ETF Trust
10.4K
New
N/A
10.4K $0
Bondbloxx ETF Trust
11.9K
+ 59.78%
N/A
31.8K $0
Tidal Tr Ii
10.3K
New
N/A
10.3K $0
American Beacon Select Funds
37.6K
New
N/A
37.6K $0
TFLR
T Rowe Price Exchange Traded F
7.81K
New
N/A
7.81K $0
Valued Advisers Tr
6.78K
+ 31.41%
N/A
28.4K $0
Blackrock Inc
1.22K
+ 20.61%
N/A
7.16K $0
Super Micro Computer Inc
4.12K
New
N/A
4.12K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
1.36K
+ 17.83%
N/A
8.99K $0
Linde PLC
277
+ 6.01%
N/A
4.89K $0
First Tr Exchange Traded Fd
297K
New
N/A
297K $0
First Tr Exchng Traded Fd Vi
13.9K
New
N/A
13.9K $0
ESG
Flexshares Stoxx Us Esg Select
1.63K
New
N/A
1.63K $0
MCSE
Franklin Templeton ETF Tr Mart
11.2K
New
N/A
11.2K $0
JPHY
Jp Morgan High Yield Research

ETFs
2.52K
+ 27.49%
N/A
11.7K $0
Ea Series Trust
10.9K
+ 67.99%
N/A
27K $0
J P Morgan Exchange Traded F
11.7K
New
N/A
11.7K $0
Invesco Actively Managed Exc
3.05K
+ 18.37%
N/A
19.7K $0
Fidelity Wise Origin Bitcoin
2.42K
New
N/A
2.42K $0
Manager Directed Portfolios
4.75K
+ 30.65%
N/A
20.2K $0
Labcorp Holdings Inc
819
New
N/A
819 $0
Lam Research Corp
458
+ 3.2%
N/A
14.8K $0
UTES
Virtus Reaves Utilities ETF
5.18K
New
N/A
5.18K $0
Morgan Stanley ETF Trust
2.81K
+ 43.05%
N/A
9.33K $0
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
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email