Dynamic Advisor Solutions LLC Reduced Holdings in Q3 2025

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PEY
Invesco Exchange Traded Fd Tr

ETFs
-3.36K
- 14.11%
$20.38 - $21.7 $68.5K - $72.9K
20.5K $431K
CCI
Crown Castle International Corp

Real Estate
-328
- 8.69%
$92.96 - $113.91 $30.5K - $37.4K
3.45K $332K
NETL
ETF Ser Solutions Net Lease CO

ETFs
-4.25K
- 1.85%
$23.71 - $25.18 $101K - $107K
225K $5.55M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-1.16K
- 5.08%
$46.67 - $49.54 $54K - $57.4K
21.6K $1.05M
SHEL
Shell PLC

Energy
-868
- 7.39%
$69.82 - $73.93 $60.6K - $64.2K
10.9K $777K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-1.17K
- 6.88%
$47.21 - $48.3 $55K - $56.3K
15.8K $760K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-493
- 7.2%
$99.12 - $99.52 $48.9K - $49.1K
6.35K $632K
AIG
American International Group, Inc.

Financial Services
-206
- 4.8%
$76.34 - $85.87 $15.7K - $17.7K
4.09K $320K
DEO
Diageo PLC

Consumer Defensive
-294
- 9.38%
$93.64 - $115.33 $27.5K - $33.9K
2.84K $271K
AVTR
Avantor, Inc.

Basic Materials
-407
- 1.09%
$11.18 - $14.21 $4.55K - $5.78K
36.8K $459K
TRGP
Targa Resources Corp.

Energy
-139
- 5.06%
$160.52 - $174.4 $22.3K - $24.2K
2.61K $437K
KKR
Kkr & Co. Inc.

Financial Services
-127
- 1.63%
$129.95 - $152.16 $16.5K - $19.3K
7.69K $998K
ED
Consolidated Edison Inc

Utilities
-420
- 5.85%
$95.57 - $105.36 $40.1K - $44.3K
6.76K $679K
OTIS
Otis Worldwide Corp

Industrials
-228
- 8.83%
$84.93 - $101.07 $19.4K - $23K
2.35K $215K
TTEK
Tetra Tech Inc

Industrials
-322
- 2.9%
$33.1 - $38.34 $10.7K - $12.3K
10.8K $360K
VGLT
Vanguard Long Term Treasury Et

ETFs
-955
- 4.83%
$54.21 - $57.41 $51.8K - $54.8K
18.8K $1.07M
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-1.5K
- 13.93%
$24.02 - $24.28 $35.9K - $36.3K
9.24K $222K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-1.91K
- 11.37%
$26.52 - $27.64 $50.5K - $52.7K
14.9K $410K
IWR
Ishares Russell Mid Cap ETF

ETFs
-620
- 10.76%
$92.26 - $97.51 $57.2K - $60.5K
5.14K $496K
DVY
Ishares Tr

ETFs
-380
- 16.9%
$133.88 - $142.57 $50.9K - $54.2K
1.87K $265K
EVH
Evolent Health, Inc.

Healthcare
-31
- 0.26%
$8.38 - $11.79 $260 - $365
11.8K $100K
DOV
Dover Corp

Industrials
-14
- 0.87%
$165.59 - $190.9 $2.32K - $2.67K
1.6K $267K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-700
- 6.98%
$47.18 - $48.17 $33K - $33.7K
9.33K $447K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-432
- 8.63%
$339.37 - $366.46 $147K - $158K
4.57K $1.67M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-462
- 1.38%
N/A
33.1K $2.07M
KR
Kroger CO

Consumer Defensive
-146
- 3.74%
$64.52 - $74.35 $9.42K - $10.9K
3.76K $253K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-450
- 5.15%
$59.81 - $60.11 $26.9K - $27K
8.29K $496K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-213
- 14.06%
$190.8 - $204.83 $40.6K - $43.6K
1.3K $265K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-289
- 15.36%
$133.48 - $144.38 $38.6K - $41.7K
1.59K $226K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-1.55K
- 14.66%
$42.78 - $47.77 $66.3K - $74K
9.03K $429K
COP
Conocophillips

Energy
-1.22K
- 6.54%
$91.0 - $98.99 $111K - $120K
17.4K $1.64M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-290
- 7.67%
$96.22 - $98.19 $27.9K - $28.5K
3.49K $342K
CTAS
Cintas Corp

Industrials
-3
- 0.22%
$199.29 - $226.27 $598 - $679
1.33K $273K
IRM
Iron Mountain Inc

Real Estate
-215
- 6.48%
$89.46 - $104.46 $19.2K - $22.5K
3.1K $316K
MKL
Markel Corp

Financial Services
-7
- 5.98%
$1898.34 - $2031.8 $13.3K - $14.2K
110 $210K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-540
- 8.4%
$49.09 - $50.58 $26.5K - $27.3K
5.89K $297K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.25K
- 11.93%
$31.31 - $34.54 $39K - $43K
9.2K $309K
DVA
Davita Inc.

Healthcare
-5
- 0.23%
$127.69 - $151.32 $638 - $757
2.14K $284K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-613
- 10.68%
$40.94 - $42.85 $25.1K - $26.3K
5.13K $216K
RWK
Invesco Exchange Traded Fd Tr

ETFs
-351
- 12.25%
$116.93 - $128.98 $41K - $45.3K
2.51K $314K
ATNI
Atn International, Inc.

Communication Services
-411
- 3.79%
$14.97 - $18.73 $6.15K - $7.7K
10.4K $156K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-859
- 6.91%
$42.79 - $45.73 $36.8K - $39.3K
11.6K $518K
EW
Edwards Lifesciences Corp

Healthcare
-146
- 0.93%
$73.75 - $81.83 $10.8K - $11.9K
15.6K $1.21M
SWKH
Swk Holdings Corp

Financial Services
-544
- 2.41%
$14.02 - $15.28 $7.63K - $8.31K
22K $315K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-196
- 0.09%
N/A
227K $19.5M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-2.6K
- 6.25%
$7.95 - $8.31 $20.7K - $21.6K
38.9K $322K
USB
Us Bancorp \De\

Financial Services
-825
- 10.26%
$43.94 - $50.41 $36.3K - $41.6K
7.22K $348K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-693
- 7.77%
$64.58 - $69.94 $44.8K - $48.5K
8.23K $570K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-436
- 8.0%
$42.43 - $45.05 $18.5K - $19.6K
5.02K $220K
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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