Dynamic Advisor Solutions LLC Reduced Holdings in Q2 2025

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WEC
Wec Energy Group, Inc.

Utilities
-95
- 1.98%
$102.24 - $109.76 $9.71K - $10.4K
4.7K $489K
TM
Toyota Motor Corp

Consumer Cyclical
-104
- 3.63%
$158.63 - $195.39 $16.5K - $20.3K
2.76K $475K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-799
- 16.75%
$43.78 - $51.5 $35K - $41.1K
3.97K $204K
RDVY
First Trust Rising Dividend Ac

ETFs
-938
- 13.61%
$51.6 - $62.74 $48.4K - $58.9K
5.95K $373K
EVRG
Evergy, Inc.

Utilities
-403
- 1.78%
$64.06 - $69.64 $25.8K - $28.1K
22.3K $1.53M
CGGO
Capital Group Global Growth Eq

ETFs
-6.37K
- 13.28%
$25.31 - $32.17 $161K - $205K
41.6K $1.33M
ETR
Entergy Corp

Utilities
-181
- 3.35%
$79.01 - $86.61 $14.3K - $15.7K
5.22K $433K
FLBL
Franklin Templeton ETF Tr Libe

ETFs
-1.16K
- 9.73%
$23.13 - $24.23 $26.8K - $28.1K
10.7K $260K
CGXU
Capital Group Intl Focus Equit

ETFs
-8.98K
- 9.58%
$21.44 - $27.35 $193K - $246K
84.8K $2.3M
OACP
Unified Ser Tr Oneascent Core

ETFs
-1.24K
- 3.6%
$22.32 - $22.91 $27.6K - $28.3K
33.1K $753K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-1.11K
- 5.44%
$20.01 - $20.15 $22.3K - $22.4K
19.3K $388K
OTIS
Otis Worldwide Corp

Industrials
-115
- 4.26%
$90.88 - $104.3 $10.5K - $12K
2.58K $255K
DVY
Ishares Tr

ETFs
-172
- 7.1%
$118.37 - $134.86 $20.4K - $23.2K
2.25K $298K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-581
- 2.11%
$41.2 - $42.29 $23.9K - $24.6K
27K $1.14M
IVE
Ishares S&P 500 Value ETF

ETFs
-193
- 5.74%
$168.34 - $195.42 $32.5K - $37.7K
3.17K $619K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-745
- 0.9%
$38.18 - $45.52 $28.4K - $33.9K
81.8K $3.58M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-888
- 9.21%
$22.66 - $23.41 $20.1K - $20.8K
8.75K $204K
INTC
Intel Corp

Technology
-149
- 0.29%
$18.13 - $22.69 $2.7K - $3.38K
50.9K $1.14M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-204
- 0.95%
$22.18 - $23.36 $4.52K - $4.77K
21.3K $476K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-3.39K
- 15.77%
$10.8 - $16.92 $36.6K - $57.4K
18.1K $248K
JMEE
J P Morgan Exchange Traded Fd

ETFs
-620
- 11.33%
$49.07 - $59.23 $30.4K - $36.7K
4.85K $287K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-471
- 2.21%
$75.05 - $77.34 $35.3K - $36.4K
20.9K $1.62M
CI
Cigna Corp

Healthcare
-64
- 1.99%
$301.89 - $340.04 $19.3K - $21.8K
3.16K $1.04M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-14.3K
- 6.89%
$27.3 - $31.8 $390K - $455K
193K $6.15M
DRI
Darden Restaurants Inc

Consumer Cyclical
-220
- 7.05%
$186.58 - $225.78 $41K - $49.7K
2.9K $632K
CME
Cme Group Inc.

Financial Services
-155
- 6.12%
$252.37 - $290.71 $39.1K - $45.1K
2.38K $655K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-822
- 2.93%
$25.27 - $27.14 $20.8K - $22.3K
27.2K $734K
TIP
Ishares Tr Tips Bd ETF

ETFs
-43
- 0.46%
$107.93 - $110.97 $4.64K - $4.77K
9.24K $1.02M
CCI
Crown Castle International Corp

Real Estate
-75
- 1.95%
$94.83 - $107.06 $7.11K - $8.03K
3.78K $387K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
-33
- 0.08%
$7.06 - $8.1 $233 - $267
43K $332K
SHOP
Shopify Inc.

Technology
-775
- 19.39%
$76.89 - $115.35 $59.6K - $89.4K
3.22K $371K
BR
Broadridge Financial Solutions, Inc.

Technology
-36
- 2.45%
$217.22 - $246.25 $7.82K - $8.87K
1.43K $348K
CIK
Credit Suisse Asset Management Income Fund Inc

Financial Services
-3.61K
- 5.74%
$2.62 - $2.96 $9.46K - $10.7K
59.2K $175K
ERC
Allspring Multi Sector Income Fund

Financial Services
-1.12K
- 8.21%
$8.53 - $9.45 $9.54K - $10.6K
12.5K $118K
D
Dominion Energy, Inc

Utilities
-166
- 2.76%
$49.66 - $58.0 $8.24K - $9.63K
5.86K $330K
WDAY
Workday, Inc.

Technology
-57
- 5.43%
$210.47 - $274.71 $12K - $15.7K
992 $238K
MGF
Mfs Government Markets Income Trust

Financial Services
-739
- 1.15%
$3.04 - $3.17 $2.25K - $2.34K
63.3K $197K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.07K
- 9.83%
$24.38 - $30.18 $26.1K - $32.3K
9.82K $295K
JPIB
Jpmorgan International Bond Op

ETFs
-309
- 2.11%
$47.18 - $48.62 $14.6K - $15K
14.4K $697K
DGX
Quest Diagnostics Inc

Healthcare
-36
- 0.89%
N/A
4.03K $552K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-120
- 3.07%
$91.23 - $97.27 $10.9K - $11.7K
3.78K $367K
TOMZ
Tomi Environmental Solutions, Inc.

Industrials
-8.7K
- 43.48%
$0.69 - $1.15 $6K - $10K
11.3K $12K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-256
- 7.18%
$108.87 - $133.04 $27.9K - $34.1K
3.31K $440K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-96
- 5.96%
$162.34 - $192.15 $15.6K - $18.4K
1.52K $291K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-102
- 2.42%
$83.54 - $100.04 $8.52K - $10.2K
4.12K $409K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-7
- 0.37%
$95.52 - $109.98 $669 - $770
1.9K $205K
PPT
Putnam Premier Income Trust

Financial Services
-838
- 2.63%
$3.45 - $3.71 $2.89K - $3.11K
31.1K $114K
HON
Honeywell International Inc

Industrials
-2.35K
- 9.09%
$182.86 - $232.88 $430K - $548K
23.5K $5.48M
RJF
Raymond James Financial Inc

Financial Services
-205
- 9.97%
$123.65 - $153.88 $25.3K - $31.5K
1.85K $284K
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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