Dynamic Advisor Solutions LLC Purchases in Q4 2025

Dynamic Advisor Solutions LLC

  • $2.96 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
32.8K
+ 114.77%
$600.51 - $631.95 $19.7M - $20.7M
61.4K $38M
LLY
Eli Lilly & CO

Healthcare
4.5K
+ 33.96%
$799.57 - $1025.28 $3.6M - $4.62M
17.8K $18.1M
FVAL
Fidelity Covington Tr Value Fa

ETFs
110K
+ 61.32%
$67.41 - $71.36 $7.44M - $7.87M
290K $20.4M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
131K
+ 71.92%
$61.42 - $63.67 $8.05M - $8.35M
313K $19.4M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
57.1K
+ 116.74%
$117.68 - $124.18 $6.73M - $7.1M
106K $12.5M
XLU
Utilities Sector Spdr

ETFs
58.8K
+ 69.25%
$87.89 - $92.9 $5.16M - $5.46M
144K $12.7M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
42.7K
+ 5.41%
$76.84 - $80.86 $3.28M - $3.45M
832K $65.7M
XLY
Select Sector Spdr Consumer Di

ETFs
16.8K
+ 62.37%
$228.75 - $242.18 $3.85M - $4.07M
43.8K $10.1M
XLE
Energy Sector Spdr

ETFs
32.4K
+ 70.57%
$85.22 - $92.02 $2.76M - $2.98M
78.2K $7.2M
VST
Vistra Corp.

Utilities
15.9K
+ 440.4%
$171.56 - $210.85 $2.72M - $3.35M
19.5K $3.4M
FNDF
Schwab Fundamental Intl Large

ETFs
26.4K
+ 3.84%
$42.35 - $45.18 $1.12M - $1.19M
713K $32M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
38K
New
$58.89 - $62.37 $2.24M - $2.37M
38K $2.33M
ASTS
Ast Space Mobile, Inc.

Communication Services
6.95K
+ 4.86%
$56.94 - $99.21 $396K - $689K
150K $9.3M
CFG
Citizens Financial Group Inc

Financial Services
41.3K
New
$48.39 - $54.0 $2M - $2.23M
41.3K $2.13M
NOW
Service Now, Inc.

Technology
2.43K
+ 251.5%
$835.79 - $946.29 $2.03M - $2.3M
3.39K $2.83M
SPGI
S&P Global Inc.

Financial Services
3.27K
+ 25.63%
$472.05 - $502.96 $1.54M - $1.64M
16K $7.84M
WTW
Willis Towers Watson PLC

Financial Services
4.66K
+ 226.51%
$313.1 - $349.93 $1.46M - $1.63M
6.71K $2.16M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
28K
+ 4.9%
$50.57 - $50.77 $1.42M - $1.42M
599K $30.3M
XSMO
Invesco S&P Smallcap Momentum

ETFs
13.4K
+ 187.35%
$70.77 - $74.04 $947K - $991K
20.5K $1.46M
GL
Globe Life Inc.

Financial Services
6.7K
New
$130.64 - $140.98 $875K - $945K
6.7K $883K
CCJ
Cameco Corp

Energy
10.3K
+ 208.27%
$82.77 - $106.91 $856K - $1.11M
15.3K $1.3M
QQMG
Invesco Exchange Traded Fd Tr

ETFs
20.5K
New
$40.65 - $43.85 $833K - $899K
20.5K $863K
OACP
Unified Ser Tr Oneascent Core

ETFs
37.3K
+ 175.75%
$23.02 - $23.34 $858K - $870K
58.5K $1.35M
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
21K
New
$39.76 - $41.74 $835K - $876K
21K $859K
NVO
Novo Nordisk A S

Healthcare
21.8K
+ 70.02%
$45.68 - $59.65 $994K - $1.3M
52.9K $2.56M
AGNC
Agnc Investment Corp.

Real Estate
78.1K
+ 298.31%
$9.88 - $10.34 $771K - $807K
104K $1.06M
FXO
First Tr Exchange Traded Fd Fi

ETFs
13.5K
New
$55.79 - $59.43 $752K - $801K
13.5K $782K
FXU
First Tr Exchange Traded Fd Ut

ETFs
16.5K
New
$45.44 - $47.36 $748K - $779K
16.5K $766K
FXR
First Trust Industrials/Produc

ETFs
9.71K
New
$75.49 - $80.01 $733K - $777K
9.71K $733K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.5K
+ 20.52%
$57.9 - $61.26 $665K - $704K
67.5K $4.05M
FDN
First Tr Fd Dow Jones

ETFs
2.83K
+ 69.56%
$269.33 - $285.7 $762K - $808K
6.9K $1.86M
SPIB
Spdr Portfolio Intermediate Te

ETFs
24K
+ 3.04%
$33.69 - $34.08 $809K - $819K
814K $27.5M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
11K
+ 33.21%
N/A
44.1K $2.75M
AVSD
American Centy ETF Tr Avantis

ETFs
9.42K
New
$70.41 - $73.26 $663K - $690K
9.42K $679K
INMU
Blackrock ETF Tr Ii Intermedia
28.1K
+ 135.03%
$23.85 - $24.16 $669K - $678K
48.8K $1.18M
NUDM
Nuveen Esg International Devel

ETFs
17.8K
New
$37.36 - $38.79 $663K - $689K
17.8K $678K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
38.3K
New
$17.39 - $26.7 $666K - $1.02M
38.3K $665K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
14.2K
+ 178.32%
$49.74 - $58.65 $707K - $834K
22.2K $1.1M
EPI
Wisdomtree Tr India Earnings F

ETFs
9.92K
+ 13.61%
$44.37 - $46.96 $440K - $466K
82.8K $3.85M
CTRA
Coterra Energy Inc.

Energy
19.5K
+ 54.23%
$22.58 - $26.79 $441K - $524K
55.6K $1.46M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
8.66K
New
$70.19 - $72.57 $608K - $628K
8.66K $607K
BOTZ
Global X Fds

ETFs
16.7K
New
$35.15 - $38.25 $586K - $638K
16.7K $586K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
5.33K
+ 24.25%
$114.27 - $121.15 $609K - $645K
27.3K $3.19M
FIW
First Trust Water ETF

ETFs
5.16K
New
$110.5 - $115.7 $570K - $596K
5.16K $569K
HSBC
Hsbc Holdings PLC

Financial Services
7.74K
New
$65.67 - $73.49 $508K - $569K
7.74K $551K
IOO
Ishares Tr Global 100 ETF

ETFs
4.28K
New
$118.15 - $126.87 $506K - $543K
4.28K $534K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
21.4K
New
$24.33 - $24.6 $520K - $525K
21.4K $519K
SPTS
Spdr Portfolio Short Term Trea

ETFs
17.9K
+ 24.29%
$29.23 - $29.39 $522K - $525K
91.4K $2.67M
AZN
Astrazeneca PLC

Healthcare
3.69K
+ 25.45%
$81.15 - $89.4 $300K - $330K
18.2K $1.63M
Activity Summary
Buys All Purchases 387 New Holdings 79 Increased Positions 308 Sells All Sells 515 Reductions 515 Sold out 0 Options Calls 0 Puts 0
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