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
VICI
Vici Properties Inc.

Real Estate
140
+ 1.41%
$29.41 - $32.97 $4.12K - $4.62K
10.1K $328K
ONB
Old National Bancorp

Financial Services
156
+ 1.1%
$17.95 - $22.57 $2.8K - $3.52K
14.3K $305K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
145
+ 1.18%
$18.28 - $18.7 $2.65K - $2.71K
12.4K $232K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
125
+ 1.62%
$58.95 - $66.19 $7.37K - $8.27K
7.84K $510K
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
WIT
Wipro LTD

Technology
1.17K
+ 3.97%
$2.7 - $3.09 $3.15K - $3.61K
30.6K $92K
AEP
American Electric Power CO Inc

Utilities
299
+ 5.53%
$98.59 - $109.11 $29.5K - $32.6K
5.71K $592K
SYY
Sysco Corp

Consumer Defensive
9
+ 0.33%
$68.0 - $75.91 $612 - $683
2.7K $204K
Vanguard Malvern Fds
2.4K
+ 29.45%
N/A
10.6K $0
Linde PLC
277
+ 6.01%
N/A
4.89K $0
Invesco Actively Managed Exc
3.05K
+ 18.37%
N/A
19.7K $0
Morgan Stanley ETF Trust
1.79K
+ 33.95%
N/A
7.06K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
6K
+ 109.09%
N/A
11.5K $0
Capital Grp Fixed Incm ETF T
23.5K
+ 13.63%
N/A
196K $0
CGSD
Capital Grp Core Plus Income E
15.8K
+ 38.9%
N/A
56.3K $0
Thomson Reuters Corp
15
+ 0.04%
N/A
34.8K $0
Tidal Tr Ii
5.59K
+ 22.89%
N/A
30K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
3.57K
+ 35.02%
N/A
13.8K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
1.36K
+ 17.83%
N/A
8.99K $0
Blackrock Inc
1.22K
+ 20.61%
N/A
7.16K $0
Morgan Stanley ETF Trust
2.81K
+ 43.05%
N/A
9.33K $0
Gsk PLC
592
+ 7.21%
N/A
8.81K $0
Valued Advisers Tr
6.78K
+ 31.41%
N/A
28.4K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
25K
+ 32.3%
N/A
102K $0
Manager Directed Portfolios
4.75K
+ 30.65%
N/A
20.2K $0
Goldman Sachs ETF Tr
7.05K
+ 156.65%
N/A
11.6K $0
Arista Networks Inc
2.01K
+ 9.11%
N/A
24K $0
Lam Research Corp
458
+ 3.2%
N/A
14.8K $0
CGMS
Capital Grp Core Plus Income E
15.3K
+ 12.1%
N/A
142K $0
QTUM
ETF Ser Solutions Defiance Qua
310
+ 9.1%
N/A
3.72K $0
JPHY
Jp Morgan High Yield Research

ETFs
2.52K
+ 27.49%
N/A
11.7K $0
Ishares Bitcoin Trust ETF
9.99K
+ 121.04%
N/A
18.2K $0
Corpay Inc
103
+ 13.29%
N/A
878 $0
Proshares Tr
13.3K
+ 135.23%
N/A
23.1K $0
2023 ETF Series Trust Ii
13
+ 0.16%
N/A
7.99K $0
CRH.L
Crh PLC

Basic Materials
117
+ 1.13%
N/A
10.5K $0
Dimensional ETF Trust
1.41K
+ 25.66%
N/A
6.9K $0
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
600
+ 4.4%
$9.4 - $10.12 $5.64K - $6.07K
14.3K $135K
XSVN
Bondbloxx ETF Tr 7 Yr Target D
15.1K
+ 113.83%
N/A
28.4K $0
Bondbloxx ETF Trust
11.9K
+ 59.78%
N/A
31.8K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
9.27K
+ 22.12%
N/A
51.2K $0
Ea Series Trust
10.9K
+ 67.99%
N/A
27K $0
AFL
Aflac Inc

Financial Services
86
+ 4.64%
$99.77 - $112.45 $8.58K - $9.67K
1.94K $204K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
13
+ 0.12%
$28.02 - $32.37 $364 - $421
10.4K $331K
ORI
Old Republic International Corp

Financial Services
58
+ 0.99%
$35.25 - $39.79 $2.04K - $2.31K
5.94K $228K
PLD
Prologis, Inc.

Real Estate
328
+ 5.96%
$89.76 - $112.34 $29.4K - $36.8K
5.83K $613K
AJG
Arthur J. Gallagher & Co.

Financial Services
114
+ 7.06%
$310.86 - $348.77 $35.4K - $39.8K
1.73K $553K
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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