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
GDO
Western Asset Global Corporate Defined Opportunity Fund Inc.

Financial Services
-397
- 0.69%
$11.6 - $12.11 $4.61K - $4.81K
57K $680K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-1.54K
- 1.32%
$21.77 - $22.57 $33.5K - $34.8K
116K $2.59M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-342
- 1.98%
$101.12 - $106.18 $34.6K - $36.3K
16.9K $1.74M
ROAM
Hartford Multifactor Emerging

ETFs
-1.04K
- 4.66%
$26.08 - $28.19 $27.1K - $29.3K
21.3K $594K
HNDL
Strategy Shs

ETFs
-192
- 1.06%
$21.41 - $22.28 $4.11K - $4.28K
18K $400K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-336
- 2.9%
$29.19 - $31.2 $9.81K - $10.5K
11.3K $349K
PPL
Ppl Corp

Utilities
-538
- 5.96%
$33.54 - $37.24 $18K - $20K
8.5K $315K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
-41
- 0.17%
$13.62 - $14.27 $558 - $585
24.2K $345K
DISV
Dimensional ETF Tr Dimensional

ETFs
-259
- 3.95%
$32.78 - $35.79 $8.49K - $9.27K
6.29K $224K
D
Dominion Energy, Inc

Utilities
-313
- 5.34%
$56.32 - $62.1 $17.6K - $19.4K
5.54K $339K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-485
- 2.79%
$20.22 - $21.71 $9.81K - $10.5K
16.9K $364K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-95
- 2.39%
$51.16 - $55.21 $4.86K - $5.24K
3.88K $214K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-736
- 4.07%
$35.04 - $37.72 $25.8K - $27.8K
17.3K $652K
EVR
Evercore Inc.

Financial Services
-774
- 19.25%
$276.5 - $362.79 $214K - $281K
3.25K $1.1M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-166
- 3.42%
$59.19 - $64.47 $9.83K - $10.7K
4.69K $297K
CDC
Victory Portfolios Ii Shs Inco

ETFs
-20
- 0.47%
$64.0 - $66.91 $1.28K - $1.34K
4.19K $279K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-328
- 2.5%
$55.15 - $58.11 $18.1K - $19.1K
12.8K $734K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-131
- 0.61%
$21.89 - $23.17 $2.87K - $3.04K
21.2K $488K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-617
- 6.1%
$40.04 - $45.11 $24.7K - $27.8K
9.49K $420K
TSCO
Tractor Supply CO

Consumer Cyclical
-139
- 2.87%
$54.08 - $62.65 $7.52K - $8.71K
4.7K $267K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-528
- 0.35%
$52.39 - $53.11 $27.7K - $28K
151K $8M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-218
- 4.56%
$51.78 - $57.89 $11.3K - $12.6K
4.57K $262K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-281
- 6.82%
$98.99 - $112.2 $27.8K - $31.5K
3.84K $424K
IVE
Ishares S&P 500 Value ETF

ETFs
-93
- 2.93%
$194.44 - $206.51 $18.1K - $19.2K
3.08K $635K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-29
- 0.17%
$18.02 - $19.56 $523 - $567
17.1K $329K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-250
- 0.64%
$14.12 - $14.91 $3.53K - $3.73K
39K $581K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-7
- 0.14%
$60.01 - $65.01 $420 - $455
5.12K $332K
MGC
Vanguard Mega Cap ETF

ETFs
-36
- 2.29%
$224.2 - $245.55 $8.07K - $8.84K
1.54K $375K
CMF
Ishares California Muni Bond E

ETFs
-197
- 0.76%
$55.16 - $57.13 $10.9K - $11.3K
25.7K $1.47M
DFIV
Dimensional ETF Tr

ETFs
-220
- 2.22%
$42.66 - $46.53 $9.39K - $10.2K
9.68K $446K
ORI
Old Republic International Corp

Financial Services
-49
- 0.82%
$35.74 - $42.47 $1.75K - $2.08K
5.89K $250K
XSMO
Invesco S&P Smallcap Momentum

ETFs
-245
- 3.31%
$67.1 - $74.29 $16.4K - $18.2K
7.15K $525K
MRVL
Marvell Technology, Inc.

Technology
-24
- 0.65%
$62.31 - $84.07 $1.5K - $2.02K
3.66K $307K
VHT
Vanguard Health Care ETF

ETFs
-76
- 1.92%
$239.12 - $259.95 $18.2K - $19.8K
3.88K $1.01M
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
-2.14K
- 5.13%
$35.99 - $38.74 $76.9K - $82.8K
39.5K $1.53M
VT
Vanguard Total World Stk Index

ETFs
-33
- 0.96%
$128.41 - $138.03 $4.24K - $4.55K
3.42K $471K
CG
Carlyle Group Inc.

Financial Services
-503
- 9.45%
$52.82 - $69.35 $26.6K - $34.9K
4.82K $302K
MTB
M&T Bank Corp

Financial Services
-31
- 0.31%
$183.74 - $204.05 $5.7K - $6.33K
9.84K $1.95M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-1.98K
- 7.44%
$75.87 - $83.26 $150K - $165K
24.6K $2.05M
PKG
Packaging Corp Of America

Consumer Cyclical
-160
- 7.22%
$191.41 - $220.25 $30.6K - $35.2K
2.06K $448K
FDN
First Tr Fd Dow Jones

ETFs
-38
- 0.93%
$264.06 - $287.34 $10K - $10.9K
4.07K $1.14M
DFAT
Dimensional ETF Tr U S Target

ETFs
-569
- 3.56%
$53.36 - $59.69 $30.4K - $34K
15.4K $898K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-490
- 4.99%
$100.63 - $112.27 $49.3K - $55K
9.33K $1.03M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-287
- 3.63%
$182.33 - $194.5 $52.3K - $55.8K
7.62K $1.48M
VV
Vanguard Large Cap ETF

ETFs
-140
- 3.93%
$285.05 - $309.14 $39.9K - $43.3K
3.42K $1.05M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-179
- 0.77%
$23.82 - $25.84 $4.26K - $4.63K
23.1K $594K
QCOM
Qualcomm Inc

Technology
-436
- 2.69%
$145.84 - $173.55 $63.6K - $75.7K
15.8K $2.63M
ARKW
Ark Next Generation Internet E

ETFs
-18
- 1.03%
$144.46 - $174.76 $2.6K - $3.15K
1.73K $302K
DHS
Wisdomtree Tr U.S

ETFs
-118
- 0.99%
$96.42 - $101.82 $11.4K - $12K
11.8K $1.19M
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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