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
METV
Listed Fds Tr Roundhill Ball M

ETFs
25.9K
New
$19.29 - $21.27 $500K - $551K
25.9K $500K
BSCU
Invesco Exc Self Ind Tr

ETFs
28K
+ 43.75%
$16.86 - $17.02 $471K - $476K
91.8K $1.55M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
3.4K
New
$126.13 - $132.47 $428K - $450K
3.4K $442K
MEAR
Blackrock Short Maturity Munic

ETFs
8.69K
New
$50.31 - $50.47 $437K - $439K
8.69K $437K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
5.51K
+ 2.14%
$82.69 - $83.12 $455K - $458K
262K $21.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.78K
+ 9.79%
$87.0 - $90.6 $416K - $433K
53.6K $4.76M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.71K
+ 17.21%
$88.67 - $92.06 $418K - $434K
32.1K $2.85M
BLOK
Amplify ETF Tr Trnsformational

ETFs
8.14K
+ 72.51%
$59.79 - $74.1 $486K - $603K
19.4K $1.16M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
8.46K
New
$43.95 - $46.24 $372K - $391K
8.46K $374K
HYMU
Blackrock ETF Tr Ii High Yield
15.9K
New
N/A
15.9K $366K
TAXF
American Centy ETF Tr Diversif

ETFs
6.41K
+ 5.32%
$50.05 - $50.74 $321K - $325K
127K $6.41M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.46K
New
$50.77 - $52.85 $328K - $341K
6.46K $336K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
988
+ 5.31%
$280.66 - $305.09 $277K - $301K
19.6K $5.53M
ICSH
Blackrock Ultra Short Term Bon

ETFs
6.61K
+ 6.27%
$50.56 - $50.76 $334K - $335K
112K $5.67M
DGRO
Ishares Core Dividend Growth E

ETFs
3.55K
+ 1.77%
$66.93 - $69.17 $238K - $245K
204K $13.9M
RY
Royal Bank Of Canada

Financial Services
2.12K
+ 64.7%
$143.64 - $149.05 $305K - $317K
5.41K $795K
IFRA
Ishares Tr

ETFs
5.93K
New
$52.02 - $54.04 $308K - $320K
5.93K $308K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.02K
New
$149.52 - $158.91 $302K - $321K
2.02K $308K
CLOI
Vaneck ETF Tr

ETFs
5.7K
New
$52.83 - $53.07 $301K - $303K
5.7K $301K
PVAL
Putnam ETF Tr Putnam Focused L
5.94K
+ 18.94%
$41.58 - $44.36 $247K - $264K
37.3K $1.63M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.37K
+ 7.07%
$92.24 - $96.56 $218K - $228K
35.9K $3.42M
SLV
I Shares Silver Trust

ETFs
840
+ 1.21%
$42.4 - $49.17 $35.6K - $41.3K
70.2K $3.23M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.45K
+ 2.05%
$79.55 - $80.13 $354K - $357K
221K $17.6M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.31K
+ 21.6%
$52.21 - $52.72 $277K - $280K
29.9K $1.57M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
13.5K
+ 28.46%
$20.53 - $20.66 $277K - $278K
60.8K $1.25M
HWM
Howmet Aerospace Inc.

Industrials
1.37K
New
$184.09 - $209.74 $251K - $287K
1.37K $277K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12K
+ 6.31%
$23.04 - $23.36 $277K - $281K
203K $4.68M
MCK
Mckesson Corp

Healthcare
247
+ 28.36%
$738.06 - $859.37 $182K - $212K
1.12K $941K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.91K
New
$88.14 - $92.61 $256K - $269K
2.91K $262K
TTD
Trade Desk, Inc.

Technology
10.1K
+ 43.43%
$41.93 - $54.13 $424K - $547K
33.4K $1.4M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
1.98K
+ 2.3%
$46.45 - $49.01 $92.1K - $97.1K
88K $4.25M
BALT
Innovator Etfs Tr
7.8K
New
$32.7 - $33.07 $255K - $258K
7.8K $257K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.06K
+ 20.39%
$118.29 - $126.28 $243K - $260K
12.1K $1.47M
IQV
Iqvia Holdings Inc.

Healthcare
667
+ 19.56%
$198.17 - $223.55 $132K - $149K
4.08K $899K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
2.54K
New
$98.54 - $98.88 $251K - $252K
2.54K $250K
FLS
Flowserve Corp

Industrials
3.71K
New
$49.09 - $71.85 $182K - $267K
3.71K $249K
VONG
Vanguard Russell 1000 Growth E

ETFs
2.04K
New
$118.2 - $126.51 $241K - $258K
2.04K $247K
FSLR
First Solar, Inc.

Technology
974
New
$223.36 - $277.39 $218K - $270K
974 $246K
EL
Estee Lauder Companies Inc

Consumer Defensive
2.86K
New
$86.09 - $102.52 $246K - $293K
2.86K $246K
VGIT
Vanguard Intermediate Term Tre

ETFs
4.1K
+ 8.47%
$59.84 - $60.54 $245K - $248K
52.5K $3.15M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
6.25K
New
$37.81 - $39.2 $236K - $245K
6.25K $244K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
10.2K
New
$23.54 - $23.93 $241K - $245K
10.2K $241K
DDS
Dillard'S, Inc.

Consumer Cyclical
378
New
$579.32 - $664.06 $219K - $251K
378 $239K
FSMD
Fidelity Covington Tr Small Mi

ETFs
5.48K
New
$42.34 - $44.12 $232K - $242K
5.48K $236K
FTLS
First Tr Long/Short Equity ETF

ETFs
2.86K
+ 8.65%
$67.94 - $71.96 $194K - $206K
35.9K $2.55M
AOA
Ishares Tr Core Aggressive All

ETFs
2.44K
+ 11.76%
$86.51 - $90.12 $211K - $220K
23.2K $2.06M
PWR
Quanta Services, Inc.

Industrials
322
+ 5.35%
$412.21 - $453.83 $133K - $146K
6.34K $2.72M
A
Agilent Technologies, Inc.

Healthcare
1.55K
New
$136.62 - $151.52 $212K - $235K
1.55K $227K
VGSH
Vanguard

ETFs
4.03K
+ 5.15%
$58.64 - $58.96 $236K - $237K
82.3K $4.83M
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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