Dynamic Advisor Solutions LLC Incresed Positions in Q2 2025

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FIS
Fidelity National Information Services, Inc.

Technology
33
+ 0.63%
$68.14 - $82.13 $2.25K - $2.71K
5.29K $430K
EQIX
Equinix Inc

Real Estate
63
+ 9.16%
$740.07 - $914.43 $46.6K - $57.6K
751 $597K
TSCO
Tractor Supply CO

Consumer Cyclical
874
+ 22.04%
$47.86 - $55.77 $41.8K - $48.7K
4.84K $255K
ANSS
Ansys Inc

Technology
16
+ 1.78%
$284.19 - $351.22 $4.55K - $5.62K
915 $321K
USB
Us Bancorp \De\

Financial Services
289
+ 3.73%
$36.4 - $45.76 $10.5K - $13.2K
8.04K $363K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.43K
+ 2.54%
$24.96 - $25.5 $35.6K - $36.3K
57.5K $1.47M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
608
+ 11.48%
$68.13 - $74.77 $41.4K - $45.5K
5.91K $430K
VGSH
Vanguard

ETFs
478
+ 0.62%
$58.32 - $58.95 $27.9K - $28.2K
77.7K $4.57M
FNDA
Schwab Fundamental U S Small C

ETFs
436
+ 2.82%
$23.85 - $28.69 $10.4K - $12.5K
15.9K $456K
GWRS
Global Water Resources, Inc.

Utilities
3.53K
+ 12.43%
$9.77 - $10.8 $34.4K - $38.1K
31.9K $324K
SPTS
Spdr Portfolio Short Term Trea

ETFs
726
+ 0.68%
$29.07 - $29.38 $21.1K - $21.3K
107K $3.14M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
861
+ 0.46%
$22.54 - $23.17 $19.4K - $19.9K
189K $4.33M
TRV
Travelers Companies, Inc.

Financial Services
43
+ 0.82%
$233.83 - $276.34 $10.1K - $11.9K
5.28K $1.41M
MBB
Ishares Tr

ETFs
281
+ 5.8%
$91.41 - $94.22 $25.7K - $26.5K
5.13K $481K
CL
Colgate Palmolive CO

Consumer Defensive
523
+ 7.25%
$87.57 - $96.0 $45.8K - $50.2K
7.74K $703K
ABC
Amerisourcebergen Corp

Healthcare
150
+ 9.77%
N/A
1.69K $311K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1
+ 0.05%
$101.97 - $126.75 $102 - $127
2.05K $259K
ICFI
Icf International, Inc.

Industrials
296
+ 6.7%
$78.62 - $88.51 $23.3K - $26.2K
4.72K $399K
FNDX
Schwab Fundamental U S Large C

ETFs
69
+ 0.38%
$20.84 - $24.54 $1.44K - $1.69K
18.3K $449K
GUT
Gabelli Utility Trust

Financial Services
2.69K
+ 21.5%
$4.95 - $5.81 $13.3K - $15.6K
15.2K $88K
EMB
Ishares Tr

ETFs
139
+ 3.36%
$86.54 - $92.62 $12K - $12.9K
4.28K $396K
STE
Steris PLC

Healthcare
21
+ 1.75%
$208.55 - $252.55 $4.38K - $5.3K
1.22K $294K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
97
+ 3.28%
$95.74 - $115.54 $9.29K - $11.2K
3.05K $348K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
303
+ 0.49%
$50.52 - $50.92 $15.3K - $15.4K
62.5K $3.18M
O
Realty Income Corp

Real Estate
534
+ 2.11%
$52.27 - $58.52 $27.9K - $31.2K
25.9K $1.49M
XCCC
Bondbloxx ETF Tr Ccc Rated Usd

ETFs
431
+ 7.82%
$34.58 - $38.82 $14.9K - $16.7K
5.94K $229K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
475
+ 4.56%
$20.31 - $24.1 $9.65K - $11.4K
10.9K $262K
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
505
+ 0.89%
$10.5 - $11.8 $5.3K - $5.96K
57.4K $676K
WELL
Welltower Inc.

Real Estate
107
+ 6.08%
$136.49 - $155.22 $14.6K - $16.6K
1.87K $286K
MKL
Markel Corp

Financial Services
1
+ 0.86%
$1678.5 - $1997.36 $1.68K - $2K
117 $233K
WRB
Berkley W R Corp

Financial Services
109
+ 2.78%
$64.28 - $75.17 $7.01K - $8.19K
4.03K $296K
ALC
Alcon Inc

Healthcare
661
+ 10.32%
$82.88 - $98.3 $54.8K - $65K
7.06K $623K
AOM
Ishares Tr Core Moderate Alloc

ETFs
68
+ 1.21%
$41.55 - $46.04 $2.83K - $3.13K
5.67K $260K
DOV
Dover Corp

Industrials
7
+ 0.43%
$151.14 - $186.7 $1.06K - $1.31K
1.62K $296K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
203
+ 0.76%
$17.5 - $18.46 $3.55K - $3.75K
26.7K $493K
IIPR
Innovative Industrial Properties Inc

Real Estate
149
+ 2.69%
$48.03 - $58.9 $7.16K - $8.78K
5.68K $313K
HNDL
Strategy Shs

ETFs
47
+ 0.26%
$19.2 - $21.66 $902 - $1.02K
18.2K $393K
HIG
Hartford Financial Services Group, Inc.

Financial Services
45
+ 2.04%
$109.83 - $131.67 $4.94K - $5.93K
2.25K $285K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
275
+ 3.0%
$27.29 - $29.28 $7.5K - $8.05K
9.45K $276K
EFT
Eaton Vance Floating Rate Income Trust

Financial Services
928
+ 5.48%
$11.02 - $12.48 $10.2K - $11.6K
17.9K $223K
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
22
+ 0.07%
$49.18 - $50.17 $1.08K - $1.1K
32.3K $1.62M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6
+ 0.11%
$45.11 - $52.34 $271 - $314
5.66K $296K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
179
+ 1.04%
$18.96 - $20.43 $3.39K - $3.66K
17.4K $355K
CDC
Victory Portfolios Ii Shs Inco

ETFs
177
+ 4.39%
$58.28 - $65.68 $10.3K - $11.6K
4.21K $268K
AIG
American International Group, Inc.

Financial Services
139
+ 3.35%
$77.56 - $87.72 $10.8K - $12.2K
4.29K $367K
VRP
Invesco ETF Tr Ii Var Rate Pfd

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

ETFs
470
+ 2.44%
$53.66 - $58.71 $25.2K - $27.6K
19.8K $1.11M
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
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