Dynamic Advisor Solutions LLC Reduced Holdings in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
-4.9K
- 2.1%
$60.46 - $64.42 $296K - $315K
228K $13.9M
JPM
Jpmorgan Chase & CO

Financial Services
-3.36K
- 3.9%
$225.19 - $279.95 $756K - $940K
82.8K $20.3M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-507
- 0.99%
$94.5 - $110.71 $47.9K - $56.1K
50.8K $4.88M
GBCI
Glacier Bancorp, Inc.

Financial Services
-10
- 0.02%
$43.81 - $52.23 $438 - $522
52.1K $2.3M
PFE
Pfizer Inc

Healthcare
-8.24K
- 9.6%
$25.01 - $27.13 $206K - $223K
77.6K $1.97M
FDX
Fedex Corp

Industrials
-261
- 4.32%
$230.33 - $281.53 $60.1K - $73.5K
5.78K $1.41M
AXON
Axon Enterprise, Inc.

Industrials
-128
- 3.94%
$496.65 - $710.01 $63.6K - $90.9K
3.12K $1.64M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.07K
- 22.43%
$192.82 - $222.1 $206K - $237K
3.69K $712K
MUB
Ishares National Muni Bond ETF

ETFs
-2.28K
- 7.08%
$104.71 - $107.69 $239K - $245K
29.9K $3.16M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-8.76K
- 8.97%
N/A
88.9K $2.8M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.24K
- 4.13%
$83.18 - $89.27 $186K - $200K
51.9K $4.34M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-10.2K
- 2.5%
$23.87 - $24.35 $243K - $248K
397K $9.51M
SUB
Ishares Short Term National Mu

ETFs
-2.21K
- 5.75%
$105.3 - $106.24 $233K - $235K
36.2K $3.82M
TT
Trane Technologies PLC

Industrials
-203
- 4.44%
$332.0 - $400.86 $67.4K - $81.4K
4.37K $1.47M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-660
- 7.76%
$65.15 - $91.81 $43K - $60.6K
7.84K $511K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.88K
- 9.22%
$128.74 - $138.67 $241K - $260K
18.5K $2.48M
FTCS
First Trust Capital Strength E

ETFs
-2.98K
- 6.37%
$86.39 - $91.35 $257K - $272K
43.8K $3.92M
IVW
Ishares S&P 500 Growth ETF

ETFs
-928
- 8.44%
$92.45 - $106.69 $85.8K - $99K
10.1K $934K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-4.12K
- 5.57%
$24.88 - $26.85 $103K - $111K
69.9K $1.77M
DFAU
Dimensional ETF Tr

ETFs
-3K
- 11.57%
$37.84 - $42.29 $113K - $127K
22.9K $880K
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.01K
- 7.89%
$33.21 - $53.49 $66.7K - $107K
23.4K $778K
OKE
Oneok Inc

Energy
-1.47K
- 8.62%
$89.57 - $109.85 $132K - $162K
15.6K $1.55M
PKG
Packaging Corp Of America

Consumer Cyclical
-170
- 3.74%
$192.03 - $242.13 $32.6K - $41.2K
4.37K $865K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-5.58K
- 21.64%
$24.66 - $26.1 $138K - $146K
20.2K $503K
AIQ
Global X Funds Global X Artifi

ETFs
-1.51K
- 3.89%
$36.38 - $42.77 $54.8K - $64.5K
37.3K $1.36M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.27%
$4295.4 - $5141.88 $4.3K - $5.14K
365 $1.68M
NKE
Nike, Inc.

Consumer Cyclical
-426
- 4.87%
$63.29 - $81.72 $27K - $34.8K
8.32K $528K
KHC
Kraft Heinz CO

Consumer Defensive
-4.11K
- 13.95%
$28.51 - $32.22 $117K - $132K
25.3K $770K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.69K
- 9.21%
$53.6 - $58.97 $90.4K - $99.4K
16.6K $903K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-2.53K
- 23.7%
$32.96 - $44.43 $83.5K - $113K
8.16K $276K
EIX
Edison International

Utilities
-178
- 3.52%
$50.06 - $80.01 $8.91K - $14.2K
4.89K $287K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-1.43K
- 13.62%
$36.88 - $49.3 $52.6K - $70.3K
9.05K $338K
HL
Hecla Mining CO

Basic Materials
-37.5K
- 25.63%
$5.07 - $6.37 $190K - $239K
109K $604K
ASML
Asml Holding Nv

Technology
-109
- 8.4%
$662.63 - $776.99 $72.2K - $84.7K
1.19K $787K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-476
- 4.96%
$89.18 - $104.04 $42.4K - $49.5K
9.12K $834K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-5.49K
- 10.86%
$14.19 - $15.67 $77.8K - $85.9K
45K $652K
IVE
Ishares S&P 500 Value ETF

ETFs
-555
- 14.17%
$185.78 - $198.58 $103K - $110K
3.36K $640K
FISV
Fiserv Inc

Technology
-854
- 14.09%
N/A
5.21K $652K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-3.66K
- 8.95%
$14.93 - $16.85 $54.6K - $61.7K
37.2K $562K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-2.38K
- 19.77%
$46.18 - $47.84 $110K - $114K
9.66K $458K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-438
- 8.75%
$76.24 - $95.41 $33.4K - $41.8K
4.57K $356K
DELL
Dell Technologies Inc.

Technology
-112
- 3.15%
$90.34 - $124.66 $10.1K - $14K
3.45K $314K
IPO
Renaissance Cap Greenwich Fds

ETFs
-650
- 5.53%
$37.55 - $48.06 $24.4K - $31.2K
11.1K $418K
FDN
First Tr Fd Dow Jones

ETFs
-15
- 0.35%
$221.38 - $266.86 $3.32K - $4K
4.25K $944K
DEO
Diageo PLC

Consumer Defensive
-236
- 7.94%
$104.79 - $126.12 $24.7K - $29.8K
2.74K $286K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-16
- 0.32%
$302.31 - $337.54 $4.84K - $5.4K
5K $1.53M
MBB
Ishares Tr

ETFs
-1.03K
- 17.49%
$90.37 - $94.08 $92.9K - $96.7K
4.85K $454K
IWR
Ishares Russell Mid Cap ETF

ETFs
-695
- 10.55%
$82.81 - $92.93 $57.6K - $64.6K
5.89K $501K
IXN
Ishares Global Information Tec

ETFs
-18
- 0.22%
$75.73 - $88.4 $1.36K - $1.59K
8.27K $625K
Activity Summary
Buys All Purchases 589 New Holdings 239 Increased Positions 350 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 2 Puts 1
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