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
PNC
Pnc Financial Services Group, Inc.

Financial Services
-128
- 2.59%
$185.88 - $207.44 $23.8K - $26.6K
4.82K $968K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-797
- 0.52%
$43.36 - $44.8 $34.6K - $35.7K
152K $6.76M
IBB
Ishares Biotechnology ETF

ETFs
-42
- 1.41%
$127.63 - $144.37 $5.36K - $6.06K
2.94K $424K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-162
- 1.48%
$121.81 - $137.24 $19.7K - $22.2K
10.8K $1.43M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-67
- 0.83%
$49.31 - $57.77 $3.3K - $3.87K
7.97K $452K
TM
Toyota Motor Corp

Consumer Cyclical
-6
- 0.22%
$167.86 - $202.79 $1.01K - $1.22K
2.76K $526K
CBOE
Cboe Global Markets, Inc.

Financial Services
-55
- 0.99%
$231.35 - $253.24 $12.7K - $13.9K
5.53K $1.36M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-154
- 0.87%
$136.48 - $142.97 $21K - $22K
17.6K $2.47M
IWY
Ishares Tr Russell 200 Growth

ETFs
-168
- 4.52%
$243.93 - $275.62 $41K - $46.3K
3.55K $970K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.51K
- 5.61%
$134.94 - $145.86 $203K - $220K
25.3K $3.69M
IXN
Ishares Global Information Tec

ETFs
-300
- 3.63%
$91.28 - $103.32 $27.4K - $31K
7.96K $821K
PHM
Pultegroup Inc

Consumer Cyclical
-116
- 4.12%
$108.0 - $141.42 $12.5K - $16.4K
2.7K $356K
GLDM
World Gold Trust

ETFs
-402
- 4.84%
$64.73 - $76.45 $26K - $30.7K
7.9K $603K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
-700
- 5.18%
$14.51 - $22.53 $10.2K - $15.8K
12.8K $262K
DFAU
Dimensional ETF Tr

ETFs
-82
- 0.43%
$42.42 - $45.96 $3.48K - $3.77K
19.1K $875K
LDOS
Leidos Holdings, Inc.

Technology
-61
- 2.44%
$159.2 - $188.96 $9.71K - $11.5K
2.44K $460K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-2.67K
- 4.86%
$40.43 - $44.52 $108K - $119K
52.3K $2.3M
F
Ford Motor CO

Consumer Cyclical
-194
- 0.3%
$10.82 - $12.09 $2.1K - $2.35K
63.9K $764K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-7.31K
- 3.78%
$31.79 - $33.42 $232K - $244K
186K $6.22M
VLO
Valero Energy Corp

Energy
-97
- 3.95%
$131.77 - $175.63 $12.8K - $17K
2.36K $401K
PAVE
Global X Fds Us Infrastructure

ETFs
-738
- 2.78%
$44.02 - $47.63 $32.5K - $35.2K
25.8K $1.23M
SOFI
So Fi Technologies, Inc.

Financial Services
-2.66K
- 15.16%
$17.64 - $29.81 $46.9K - $79.3K
14.9K $393K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-90
- 1.02%
$115.96 - $125.95 $10.4K - $11.3K
8.74K $1.1M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-587
- 4.97%
$56.05 - $67.13 $32.9K - $39.4K
11.2K $752K
CGGO
Capital Group Global Growth Eq

ETFs
-365
- 0.88%
$31.71 - $34.17 $11.6K - $12.5K
41.2K $1.41M
NVS
Novartis Ag

Healthcare
-511
- 2.51%
$113.5 - $129.73 $58K - $66.3K
19.9K $2.55M
AZN
Astrazeneca PLC

Healthcare
-187
- 1.27%
$68.72 - $82.11 $12.9K - $15.4K
14.5K $1.11M
NEE
Nextera Energy Inc

Utilities
-1.76K
- 4.85%
$69.77 - $77.54 $123K - $136K
34.5K $2.61M
SHOP
Shopify Inc.

Technology
-138
- 4.28%
$112.11 - $157.12 $15.5K - $21.7K
3.08K $458K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-661
- 2.33%
$24.38 - $30.89 $16.1K - $20.4K
27.7K $850K
VBR
Vanguard Small Cap Value ETF

ETFs
-17
- 0.25%
$195.41 - $212.37 $3.32K - $3.61K
6.79K $1.42M
XYL
Xylem Inc.

Industrials
-36
- 0.65%
$129.67 - $147.5 $4.67K - $5.31K
5.47K $806K
MRSK
Toews Agility Shares Managed R

Technology
-1.76K
- 2.3%
$33.48 - $35.68 $59K - $62.8K
74.9K $2.67M
DCI
Donaldson CO Inc

Industrials
-297
- 2.78%
$69.82 - $82.14 $20.7K - $24.4K
10.4K $850K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.7K
- 3.94%
$39.06 - $43.42 $66.6K - $74K
41.5K $1.8M
CSX
Csx Corp

Industrials
-66
- 0.17%
$32.05 - $36.52 $2.12K - $2.41K
39.7K $1.41M
DBAW
Xtrackers Msci All World Ex Us

ETFs
-968
- 1.76%
$36.61 - $39.41 $35.4K - $38.1K
53.9K $2.13M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-160
- 3.03%
$50.79 - $76.4 $8.13K - $12.2K
5.11K $390K
CMI
Cummins Inc

Industrials
-54
- 3.57%
$327.85 - $426.39 $17.7K - $23K
1.46K $615K
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-494
- 1.05%
$128.17 - $135.14 $63.3K - $66.8K
46.3K $6.17M
RBLX
Roblox Corp

Communication Services
-215
- 4.64%
$100.65 - $141.56 $21.6K - $30.4K
4.42K $612K
PH
Parker Hannifin Corp

Industrials
-3
- 0.14%
$697.13 - $769.67 $2.09K - $2.31K
2.15K $1.63M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-980
- 2.41%
$181.56 - $190.33 $178K - $187K
39.7K $7.53M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-72
- 1.05%
$86.72 - $111.84 $6.24K - $8.05K
6.77K $757K
VNT
Vontier Corp

Technology
-423
- 1.32%
$37.48 - $43.71 $15.9K - $18.5K
31.7K $1.33M
AWI
Armstrong World Industries Inc

Industrials
-135
- 2.55%
$163.99 - $199.13 $22.1K - $26.9K
5.15K $1.01M
EVRG
Evergy, Inc.

Utilities
-47
- 0.21%
$67.73 - $76.02 $3.18K - $3.57K
22.2K $1.69M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.48K
- 1.29%
$26.38 - $27.95 $118K - $125K
343K $9.37M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-143
- 0.04%
$23.69 - $24.32 $3.39K - $3.48K
356K $8.64M
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
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