Dynamic Advisor Solutions LLC Sells in Q2 2025

Dynamic Advisor Solutions LLC

  • $3.14 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Abrdn Asia Pacific Income Fu
-714
- 6.16%
N/A
10.9K $0
Primo Brands Corporation
-12.5K
- 21.14%
N/A
46.5K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
-5.35K
- 15.82%
N/A
28.4K $0
OAIM
Unified Ser Tr Oneascent Intl
-2.24K
- 15.68%
N/A
12K $0
XC
Wisdomtree Tr Emerging Mkts Ex
-1.6K
- 6.26%
N/A
24K $0
OALC
Unified Ser Tr Oneascent Large
-10.6K
- 37.98%
N/A
17.3K $0
Wisdomtree Tr
-1.83K
- 28.74%
N/A
4.53K $0
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-36
- 0.41%
$24.32 - $24.81 $876 - $893
8.65K $214K
Peakstone Realty Trust
-448
- 3.71%
N/A
11.6K $0
Kenvue Inc
-5.14K
- 8.13%
N/A
58K $0
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.04K
- 1.2%
$16.93 - $17.81 $17.6K - $18.5K
86K $1.53M
PLW
Invesco 1 30 Laddered Treasury

ETFs
-44.3K
- 42.31%
N/A
60.4K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-494
- 1.23%
N/A
39.8K $0
BYLD
Ishares Tr Yield Optimized Bd
-5.28K
- 15.11%
N/A
29.6K $0
Ge Vernova Inc
-354
- 4.09%
N/A
8.31K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-61.8K
- 28.91%
N/A
152K $0
Dimensional ETF Trust
-12
- 0.18%
N/A
6.72K $0
Capital Group International
-8.68K
- 22.34%
N/A
30.2K $0
Capital Group Dividend Growe
-5.94K
- 10.79%
N/A
49.1K $0
Capital Group Core Balanced
-300
- 3.57%
N/A
8.11K $0
American Healthcare Reit Inc
-1.37K
- 2.54%
N/A
52.6K $0
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7
- 0.05%
$45.12 - $46.23 $316 - $324
14.2K $657K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-529
- 5.11%
$83.8 - $101.39 $44.3K - $53.6K
9.82K $994K
DBAW
Xtrackers Msci All World Ex Us

ETFs
-1.77K
- 3.13%
$31.3 - $37.09 $55.5K - $65.7K
54.9K $2.01M
IWS
Ishares Russell Midcap Value E

ETFs
-22
- 1.3%
$110.58 - $132.14 $2.43K - $2.91K
1.68K $221K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-333
- 1.18%
$72.71 - $82.56 $24.2K - $27.5K
27.9K $2.28M
NUE
Nucor Corp

Basic Materials
-63
- 3.26%
$103.22 - $131.43 $6.5K - $8.28K
1.87K $242K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
-53
- 2.54%
$111.3 - $134.5 $5.9K - $7.13K
2.04K $273K
BOSC
Bos Better Online Solutions LTD

Technology
-3K
- 12.15%
$3.46 - $5.06 $10.4K - $15.2K
21.7K $105K
FTNT
Fortinet, Inc.

Technology
-80
- 3.56%
$84.71 - $108.69 $6.78K - $8.7K
2.17K $228K
CMI
Cummins Inc

Industrials
-26
- 1.69%
$267.12 - $336.65 $6.95K - $8.75K
1.51K $494K
FTCS
First Trust Capital Strength E

ETFs
-434
- 0.99%
$81.6 - $92.39 $35.4K - $40.1K
43.3K $3.94M
RWK
Invesco Exchange Traded Fd Tr

ETFs
-98
- 3.31%
$94.8 - $117.22 $9.29K - $11.5K
2.87K $334K
GD
General Dynamics Corp

Industrials
-81
- 4.04%
$247.68 - $291.66 $20.1K - $23.6K
1.93K $561K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-151
- 1.28%
$24.57 - $29.72 $3.71K - $4.49K
11.6K $341K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-804
- 0.53%
$51.68 - $52.76 $41.6K - $42.4K
151K $7.98M
DCI
Donaldson CO Inc

Industrials
-121
- 1.12%
$59.18 - $71.02 $7.16K - $8.59K
10.7K $741K
XYL
Xylem Inc.

Industrials
-308
- 5.3%
$102.86 - $129.5 $31.7K - $39.9K
5.51K $712K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-429
- 4.7%
$82.17 - $99.96 $35.3K - $42.9K
8.69K $853K
MRVL
Marvell Technology, Inc.

Technology
-633
- 14.68%
$49.38 - $79.97 $31.3K - $50.6K
3.68K $284K
NKE
Nike, Inc.

Consumer Cyclical
-592
- 7.12%
$53.27 - $72.04 $31.5K - $42.6K
7.73K $548K
EVH
Evolent Health, Inc.

Healthcare
-13
- 0.11%
$7.21 - $11.26 $93.7 - $146
11.9K $133K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-1.11K
- 5.76%
$29.0 - $35.55 $32K - $39.3K
18.1K $642K
IWR
Ishares Russell Mid Cap ETF

ETFs
-128
- 2.17%
$74.88 - $91.97 $9.58K - $11.8K
5.76K $529K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-1.01K
- 2.12%
$114.16 - $129.6 $116K - $131K
46.8K $6.05M
ECL
Ecolab Inc.

Basic Materials
-200
- 3.85%
$225.65 - $270.95 $45.1K - $54.2K
4.99K $1.34M
ICE
Intercontinental Exchange, Inc.

Financial Services
-17
- 0.56%
$151.62 - $183.47 $2.58K - $3.12K
3.01K $552K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-43
- 1.11%
$63.36 - $80.23 $2.72K - $3.45K
3.83K $307K
CVS
Cvs Health Corp

Healthcare
-218
- 0.59%
$60.04 - $70.18 $13.1K - $15.3K
36.8K $2.54M
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
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email