Dynamic Advisor Solutions LLC ETFs

Dynamic Advisor Solutions LLC

$2.97 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
OMFS Invesco Exchange Traded Self I	$0	$300,000 0.01% of portfolio	7,898	Q1 2024 Reduced 3.61%
EPI Wisdomtree Tr India Earnings F	$0	$297,000 0.01% of portfolio	6,837	Q1 2025 New
VLU Spdr S&P 1500 Value Tilt ETF	$0	$293,000 0.01% of portfolio	1,611	Q1 2025 Reduced 0.43%
XSMO Invesco S&P Smallcap Momentum	$0	$288,000 0.01% of portfolio	4,594	Q1 2025 Added 16.78%
SPYV Spdr Portfolio S&P 500 Value E	$0	$286,000 0.01% of portfolio	5,657	Q1 2025 Reduced 8.21%
FLBL Franklin Templeton ETF Tr Libe	$0	$286,000 0.01% of portfolio	11,898	Q1 2025 Added 2.17%
IYF Ishares Tr	$0	$285,000 0.01% of portfolio	2,555	Q1 2025 Reduced 2.74%
IMCG Ishare Morningstar Mid Cap Gro	$0	$276,000 0.01% of portfolio	3,874	Q1 2025 Added 8.82%
ARKF Ark ETF Tr Fintech Innovation	$0	$276,000 0.01% of portfolio	8,157	Q1 2025 Reduced 23.7%
USFR Wisdomtree Floating Rate Treas	$0	$276,000 0.01% of portfolio	5,501	Q1 2025 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$274,000 0.01% of portfolio	6,279	Q1 2025 New
SPYG Spdr Portfolio	$0	$271,000 0.01% of portfolio	3,386	Q1 2025 Reduced 2.92%
SPD Simplify Exch Trad Fds Us Eq P	$0	$270,000 0.01% of portfolio	8,786	Q1 2025 New
FPXI First Tr Exchange Traded Fd Ii	$0	$264,000 0.01% of portfolio	5,587	Q1 2025 Reduced 0.94%
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$264,000 0.01% of portfolio	9,178	Q1 2025 New
VFMF Vanguard Wellington Fd Us Mult	$0	$262,000 0.01% of portfolio	2,089	Q1 2025 New
QQQE Direxion Nasdaq 100 Equal Weig	$0	$261,000 0.01% of portfolio	3,000	Q1 2025 Reduced 1.86%
CDC Victory Portfolios Ii Shs Inco	$0	$261,000 0.01% of portfolio	4,034	Q1 2025 New
AOM Ishares Tr Core Moderate Alloc	$0	$245,000 0.01% of portfolio	5,599	Q1 2025 Reduced 7.24%
ENZL Ishares Tr Msci New Zealand Et	$0	$243,000 0.01% of portfolio	5,784	Q1 2025 Added 10.09%
IUS Invesco Ex Traded Self Indx Fd	$0	$235,000 0.01% of portfolio	4,771	Q1 2025 Added 4.4%
SUSA Ishares Tr Msci Usa Esg Select	$0	$233,000 0.01% of portfolio	2,045	Q1 2025 Added 4.55%
VPU Vanguard Utilities ETF	$0	$228,000 0.01% of portfolio	1,349	Q1 2025 New
BSCT Invesco Index Fd Tr Bulletshar	$0	$227,000 0.01% of portfolio	12,286	Q1 2025 Added 1.1%
BSJQ Invesco Etsf Fd Tr Bulletshare	$0	$223,000 0.01% of portfolio	9,639	Q1 2025 Reduced 3.74%
ARKG Ark Genomic Revolution ETF (De	$0	$219,000 0.01% of portfolio	10,588	Q1 2025 Reduced 14.54%
SCHC Schwab Strategic Tr Intl Small	$0	$215,000 0.01% of portfolio	5,948	Q1 2025 New
SCHJ Schwab Strategic Tr 1 5 Yr C	$0	$214,000 0.01% of portfolio	8,682	Q1 2025 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$213,000 0.01% of portfolio	4,689	Q1 2025 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$213,000 0.01% of portfolio	2,733	Q1 2025 Added 0.04%
IWS Ishares Russell Midcap Value E	$0	$213,000 0.01% of portfolio	1,697	Q1 2025 Reduced 1.74%
XCCC Bondbloxx ETF Tr Ccc Rated Usd	$0	$209,000 0.01% of portfolio	5,512	Q1 2025 New
ONEY Spdr Ser Tr Russell 1000 Core	$0	$206,000 0.01% of portfolio	1,908	Q1 2025 New
PBP Invesco Exchange Traded Fd Tr	$0	$205,000 0.01% of portfolio	9,300	Q1 2025 New
FNK First Trust Mid Cap Value Alph	$0	$200,000 0.01% of portfolio	4,002	Q1 2025 Reduced 1.48%
TPSC Timothy Plan U S Sm Cap Core E	$0	$200,000 0.01% of portfolio	5,439	Q1 2025 New
ICLN Ishares	$0	$141,000 0.0% of portfolio	12,379	Q1 2025 Reduced 20.79%
PLW Invesco 1 30 Laddered Treasury	$0	$0 0.0% of portfolio	104,687	Q1 2025 Reduced 86.99%
JPHY Jp Morgan High Yield Research	$0	$0 0.0% of portfolio	9,163	Q1 2025 Reduced 27.12%
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	40,296	Q1 2025 Added 0.61%

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