Dynamic Advisor Solutions LLC Incresed Positions in Q3 2025

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSCU
Invesco Exc Self Ind Tr

ETFs
31.6K
+ 98.02%
$16.67 - $17.03 $527K - $539K
63.9K $1.08M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
25.7K
+ 50.06%
$19.85 - $20.2 $511K - $520K
77.1K $1.55M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
15.8K
+ 2.31%
$24.08 - $24.56 $381K - $389K
701K $17.2M
TAXF
American Centy ETF Tr Diversif

ETFs
7.15K
+ 6.3%
$48.42 - $50.27 $346K - $360K
121K $6.06M
BAC
Bank Of America Corp

Financial Services
832
+ 0.78%
$44.92 - $52.42 $37.4K - $43.6K
108K $5.55M
APH
Amphenol Corp

Technology
836
+ 5.36%
$97.39 - $125.4 $81.4K - $105K
16.4K $2.03M
VNLA
Janus Henderson Short Duration

ETFs
9.01K
+ 2.25%
$48.99 - $49.29 $441K - $444K
409K $20.2M
SO
Southern CO

Utilities
2.13K
+ 2.31%
$90.83 - $96.0 $194K - $205K
94.5K $8.96M
FLSP
Franklin Templeton ETF Tr Lib

ETFs
9.63K
+ 10.81%
$23.9 - $26.52 $230K - $255K
98.7K $2.62M
BK
Bank Of New York Mellon Corp

Financial Services
471
+ 2.01%
$90.65 - $109.75 $42.7K - $51.7K
23.9K $2.6M
DFIS
Dimensional ETF Tr Dimensional

ETFs
4.13K
+ 2.32%
$29.65 - $31.77 $122K - $131K
182K $5.75M
MRK
Merck & Co., Inc.

Healthcare
3.01K
+ 7.36%
$77.6 - $87.37 $233K - $263K
43.9K $3.68M
CSB
Victory Portf Ii Shs Us Small

ETFs
2.62K
+ 3.35%
$55.33 - $60.22 $145K - $158K
80.7K $4.77M
VGT
Vanguard Information Technolog

ETFs
342
+ 15.25%
$656.44 - $753.15 $225K - $258K
2.59K $1.93M
DIHP
Dimensional ETF Tr Dimensional

ETFs
6.42K
+ 2.37%
$28.69 - $30.59 $184K - $196K
278K $8.44M
PCT
Pure Cycle Technologies, Inc.

Industrials
34.4K
+ 74.09%
$12.21 - $16.92 $420K - $581K
80.7K $1.06M
FMB
First Tr Exchange Traded Fd Ii

ETFs
7.94K
+ 31.7%
$49.32 - $50.93 $391K - $404K
33K $1.67M
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.06K
+ 0.33%
$26.46 - $28.43 $27.9K - $30K
319K $8.91M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
2.53K
+ 82.34%
$105.16 - $140.03 $266K - $354K
5.6K $759K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.2K
+ 5.13%
$43.65 - $46.42 $183K - $195K
86K $3.99M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4.33K
+ 9.96%
$52.31 - $56.47 $226K - $244K
47.7K $2.7M
AXP
American Express CO

Financial Services
561
+ 3.43%
$294.27 - $342.31 $165K - $192K
16.9K $5.61M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.13K
+ 12.87%
$42.67 - $46.91 $219K - $241K
45K $2.11M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
4.17K
+ 74.75%
$82.96 - $95.7 $346K - $399K
9.75K $875K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.98K
+ 1.68%
$35.42 - $38.65 $70K - $76.4K
120K $4.56M
BA
Boeing CO

Industrials
1.63K
+ 23.92%
$209.79 - $237.38 $342K - $387K
8.45K $1.82M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
18.9K
+ 66.51%
$20.41 - $20.67 $386K - $391K
47.3K $973K
PG
Procter & Gamble CO

Consumer Defensive
3.56K
+ 12.73%
$150.47 - $161.22 $536K - $575K
31.6K $4.85M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
3.07K
+ 7.58%
$117.65 - $120.08 $361K - $368K
43.5K $5.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.62K
+ 13.69%
$68.24 - $73.73 $247K - $267K
30.1K $2.21M
FNDC
Schwab Fundamental Intl Small

ETFs
599
+ 0.42%
$41.81 - $45.21 $25K - $27.1K
143K $6.38M
JPIE
J P Morgan Exchange Traded Fd
8.06K
+ 28.53%
$46.01 - $46.55 $371K - $375K
36.3K $1.68M
TJX
Tjx Companies Inc

Consumer Cyclical
92
+ 0.54%
$121.35 - $144.54 $11.2K - $13.3K
17.3K $2.49M
VNQ
Vanguard Specialized Funds Van

ETFs
3.33K
+ 10.99%
$88.47 - $93.24 $295K - $310K
33.6K $3.07M
HOOD
Robinhood Markets, Inc.

Technology
1.51K
+ 47.38%
$91.27 - $143.18 $138K - $216K
4.7K $672K
WFC
Wells Fargo & Company

Financial Services
3.25K
+ 12.19%
$77.05 - $85.16 $251K - $277K
29.9K $2.51M
SRE
Sempra Energy

Utilities
1.61K
+ 10.21%
$74.14 - $89.98 $119K - $145K
17.4K $1.56M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.15K
+ 33.41%
$107.66 - $112.36 $339K - $354K
12.6K $1.4M
NEM
Newmont Corp

Basic Materials
590
+ 4.93%
$57.35 - $85.25 $33.8K - $50.3K
12.6K $1.06M
PFF
Ishares Trust Ishares Pfd And

ETFs
4.91K
+ 2.29%
$30.67 - $32.13 $151K - $158K
219K $6.93M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.86K
+ 15.66%
$50.53 - $50.82 $347K - $349K
50.7K $2.57M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.83K
+ 3.03%
$81.75 - $84.54 $231K - $239K
96K $8.08M
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
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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