Dynamic Advisor Solutions LLC Sells in Q3 2025

Dynamic Advisor Solutions LLC

  • $3.33 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-532
- 5.63%
$28.95 - $29.73 $15.4K - $15.8K
8.92K $265K
WMB
Williams Companies, Inc.

Energy
-303
- 1.63%
$56.52 - $64.01 $17.1K - $19.4K
18.3K $1.16M
MNST
Monster Beverage Corp

Consumer Defensive
-1.13K
- 7.85%
$58.65 - $67.31 $66.2K - $76K
13.3K $892K
VB
Vanguard Small Cap ETF

ETFs
-2.47K
- 6.91%
$237.58 - $259.17 $588K - $641K
33.3K $8.47M
BR
Broadridge Financial Solutions, Inc.

Technology
-4
- 0.28%
$233.75 - $266.89 $935 - $1.07K
1.43K $340K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-261
- 8.41%
$72.04 - $77.35 $18.8K - $20.2K
2.84K $217K
KHC
Kraft Heinz CO

Consumer Defensive
-354
- 3.46%
$25.63 - $28.94 $9.07K - $10.2K
9.87K $256K
VPU
Vanguard Utilities ETF

ETFs
-120
- 8.9%
$175.25 - $189.41 $21K - $22.7K
1.23K $232K
LUV
Southwest Airlines CO

Industrials
-7
- 0.09%
$29.06 - $37.7 $203 - $264
8.02K $255K
IQDY
Flexshares International Quali

ETFs
-377
- 5.97%
$31.97 - $34.38 $12.1K - $13K
5.94K $200K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-122
- 6.42%
$108.77 - $115.6 $13.3K - $14.1K
1.78K $201K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-152
- 3.97%
$79.89 - $83.25 $12.1K - $12.7K
3.68K $304K
MBB
Ishares Tr

ETFs
-95
- 1.85%
$92.46 - $95.73 $8.78K - $9.09K
5.03K $478K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
-219
- 1.83%
$50.93 - $53.85 $11.2K - $11.8K
11.7K $624K
PPT
Putnam Premier Income Trust

Financial Services
-192
- 0.62%
$3.59 - $3.75 $689 - $720
30.9K $113K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-150
- 7.37%
$132.51 - $145.94 $19.9K - $21.9K
1.89K $272K
AOR
Ishares Tr Core Growth Allocat

ETFs
-823
- 4.49%
$60.99 - $64.39 $50.2K - $53K
17.5K $1.13M
AWK
American Water Works Company, Inc.

Utilities
-8
- 0.4%
$135.05 - $147.0 $1.08K - $1.18K
2.01K $279K
Blackrock Inc
-1
- 0.01%
N/A
7.16K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-1.11K
- 3.9%
N/A
27.3K $0
Wisdomtree Tr
-20
- 0.44%
N/A
4.51K $0
TSLL
Direxion Shs ETF Tr Daily Tsla
-1.66K
- 12.05%
N/A
12.1K $0
Capital Group Core Balanced
-62
- 0.76%
N/A
8.05K $0
Kenvue Inc
-3.19K
- 5.5%
N/A
54.8K $0
American Healthcare Reit Inc
-1.69K
- 3.22%
N/A
50.9K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-31.6K
- 20.77%
N/A
120K $0
Ea Series Trust
-3.52K
- 13.05%
N/A
23.5K $0
Peakstone Realty Trust
-672
- 5.78%
N/A
11K $0
YUM
Yum Brands Inc

Consumer Cyclical
-88
- 2.54%
$139.5 - $153.94 $12.3K - $13.5K
3.38K $513K
Goldman Sachs ETF Tr
-1.33K
- 18.25%
N/A
5.97K $0
Gsk PLC
-1.16K
- 13.11%
N/A
7.65K $0
American Beacon Select Funds
-12
- 0.03%
N/A
37.6K $0
Valued Advisers Tr
-601
- 2.12%
N/A
27.8K $0
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-317
- 5.97%
$54.01 - $60.18 $17.1K - $19.1K
4.99K $299K
First Tr Exchng Traded Fd Vi
-204
- 1.46%
N/A
13.7K $0
Corpay Inc
-81
- 9.23%
N/A
797 $0
PDEC
Innovator U.S. Equity Power Bu
-380
- 2.81%
N/A
13.1K $0
OAIM
Unified Ser Tr Oneascent Intl
-1.96K
- 16.25%
N/A
10.1K $0
CRH.L
Crh PLC

Basic Materials
-348
- 3.31%
N/A
10.2K $0
2023 ETF Series Trust Ii
-557
- 6.97%
N/A
7.43K $0
OALC
Unified Ser Tr Oneascent Large
-1.13K
- 6.56%
N/A
16.1K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-2.57K
- 4.26%
N/A
57.8K $0
Abrdn Asia Pacific Income Fu
-524
- 4.82%
N/A
10.3K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-267
- 0.67%
N/A
39.5K $0
HDV
Ishares Core High Dividend ETF

ETFs
-139
- 4.39%
$118.16 - $123.66 $16.4K - $17.2K
3.03K $370K
DVN
Devon Energy Corp

Energy
-971
- 9.17%
$31.75 - $36.99 $30.8K - $35.9K
9.62K $337K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
-72
- 1.08%
$31.73 - $33.71 $2.28K - $2.43K
6.63K $222K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-50
- 0.46%
$23.6 - $24.47 $1.18K - $1.22K
10.8K $265K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-541
- 7.03%
$109.47 - $119.06 $59.2K - $64.4K
7.16K $847K
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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