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
BOND
Pimco Active Bond Exchange Tra

ETFs
623
+ 12.0%
$90.83 - $93.81 $56.6K - $58.4K
5.81K $542K
PSA
Public Storage

Real Estate
371
+ 3.89%
$271.94 - $298.09 $101K - $111K
9.91K $2.86M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
1.26K
+ 7.19%
$27.72 - $29.39 $34.9K - $37K
18.8K $550K
EMB
Ishares Tr

ETFs
538
+ 12.57%
$91.52 - $95.59 $49.2K - $51.4K
4.82K $458K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
3.16K
+ 11.82%
$18.32 - $18.72 $57.9K - $59.2K
29.9K $555K
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
AGNC
Agnc Investment Corp.

Real Estate
4.51K
+ 20.85%
$9.2 - $10.37 $41.5K - $46.8K
26.2K $256K
WELL
Welltower Inc.

Real Estate
68
+ 3.64%
$150.71 - $178.14 $10.2K - $12.1K
1.93K $344K
SNOW
Snowflake Inc.

Technology
241
+ 12.77%
$191.73 - $241.0 $46.2K - $58.1K
2.13K $479K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3.37K
+ 4.35%
$14.8 - $15.15 $49.9K - $51.1K
80.9K $1.21M
SSNC
Ss&C Technologies Holdings Inc

Technology
141
+ 1.98%
$81.85 - $90.2 $11.5K - $12.7K
7.25K $643K
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
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
FPE
First Tr Pfd Secs & Income ETF

ETFs
653
+ 0.76%
$17.81 - $18.39 $11.6K - $12K
86.6K $1.58M
ARKG
Ark Genomic Revolution ETF (De

ETFs
453
+ 4.3%
$22.91 - $27.85 $10.4K - $12.6K
11K $305K
VXF
Vanguard Extended Market ETF

ETFs
67
+ 3.4%
$193.58 - $213.07 $13K - $14.3K
2.04K $426K
RDVY
First Trust Rising Dividend Ac

ETFs
278
+ 4.67%
$62.38 - $67.29 $17.3K - $18.7K
6.23K $419K
IWP
Ishares Russell Mid Cap Growth

ETFs
55
+ 0.54%
$137.51 - $145.26 $7.56K - $7.99K
10.3K $1.47M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.18K
+ 7.39%
$46.51 - $50.07 $101K - $109K
31.6K $1.48M
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
MLM
Martin Marietta Materials Inc

Basic Materials
4
+ 0.84%
$546.36 - $631.12 $2.19K - $2.52K
480 $302K
RJF
Raymond James Financial Inc

Financial Services
33
+ 1.78%
$154.64 - $176.43 $5.1K - $5.82K
1.89K $325K
ITA
Ishares Tr

ETFs
69
+ 6.21%
$184.73 - $209.26 $12.7K - $14.4K
1.18K $247K
VGSH
Vanguard

ETFs
489
+ 0.63%
$58.43 - $58.88 $28.6K - $28.8K
78.2K $4.6M
CGCP
Capital Group Core Plus Income

ETFs
637
+ 0.63%
$22.27 - $22.95 $14.2K - $14.6K
103K $2.33M
VOE
Vanguard Mid Cap Value Index F

ETFs
7
+ 0.2%
$164.63 - $174.58 $1.15K - $1.22K
3.51K $612K
AVIG
American Centy ETF Tr Avantis

ETFs
378
+ 0.81%
$41.02 - $42.32 $15.5K - $16K
46.8K $1.97M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
507
+ 4.15%
$13.29 - $16.05 $6.74K - $8.14K
12.7K $202K
EIX
Edison International

Utilities
306
+ 6.38%
$50.42 - $56.35 $15.4K - $17.2K
5.1K $282K
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
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
ROK
Rockwell Automation, Inc

Industrials
32
+ 3.26%
$328.67 - $358.52 $10.5K - $11.5K
1.02K $354K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
5
+ 0.15%
$131.47 - $143.64 $657 - $718
3.31K $468K
ECL
Ecolab Inc.

Basic Materials
21
+ 0.42%
$259.39 - $285.47 $5.45K - $5.99K
5.01K $1.37M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
952
+ 5.68%
$24.39 - $24.93 $23.2K - $23.7K
17.7K $437K
WDAY
Workday, Inc.

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