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
IEF
Ishares Barclays

ETFs
2.34K
New
$96.12 - $97.72 $225K - $229K
2.34K $225K
CX
Cemex Sab De Cv

Basic Materials
22.2K
New
$8.89 - $10.51 $197K - $233K
22.2K $224K
AVIG
American Centy ETF Tr Avantis

ETFs
5.52K
+ 11.78%
$41.84 - $42.48 $231K - $234K
52.3K $2.19M
RYLD
Global X Fds Russell 2000 Cove

ETFs
14K
+ 45.36%
$14.94 - $15.49 $210K - $217K
45K $685K
ARB
Altshares Tr Merger Arbitrage

Industrials
7.65K
+ 13.51%
$28.9 - $29.08 $221K - $223K
64.3K $1.86M
JPIB
Jpmorgan International Bond Op

ETFs
4.54K
+ 25.27%
$48.68 - $49.38 $221K - $224K
22.5K $1.1M
NETL
ETF Ser Solutions Net Lease CO

ETFs
13.7K
+ 6.09%
$23.7 - $24.93 $325K - $342K
239K $5.77M
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.32K
+ 9.32%
$46.97 - $47.77 $250K - $254K
62.4K $2.94M
BDX
Becton Dickinson & CO

Healthcare
1.1K
New
$176.39 - $193.93 $194K - $213K
1.1K $209K
HAL
Halliburton CO

Energy
7.43K
New
$21.82 - $28.06 $162K - $209K
7.43K $202K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
546
+ 2.93%
$242.67 - $261.79 $132K - $143K
19.2K $4.8M
WBD
Warner Bros. Discovery, Inc.

Communication Services
8.7K
New
$17.1 - $23.05 $149K - $200K
8.7K $200K
TTEK
Tetra Tech Inc

Industrials
4.67K
+ 43.32%
$31.85 - $37.41 $149K - $175K
15.5K $559K
JPIE
J P Morgan Exchange Traded Fd
4.41K
+ 12.14%
$46.18 - $46.47 $204K - $205K
40.7K $1.88M
ROST
Ross Stores, Inc.

Consumer Cyclical
1.23K
New
$147.71 - $162.85 $181K - $200K
1.23K $197K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4.18K
+ 13.34%
$47.97 - $49.62 $200K - $207K
35.5K $1.73M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.9K
+ 3.02%
$83.45 - $84.82 $242K - $246K
98.9K $8.27M
CIFR
Cipher Mining Inc.

Financial Services
12.3K
New
$12.6 - $24.71 $155K - $303K
12.3K $184K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.72K
+ 15.78%
$74.62 - $78.21 $203K - $213K
20K $1.49M
AVLV
American Centy ETF Tr Avantis
2.24K
+ 5.88%
$70.14 - $73.74 $157K - $165K
40.3K $2.93M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
4.07K
New
$38.94 - $47.57 $159K - $194K
4.07K $175K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.34K
+ 8.67%
$53.68 - $54.54 $179K - $182K
41.8K $2.25M
IREN
Iris Energy LTD

Financial Services
2.93K
+ 55.84%
$47.02 - $76.41 $138K - $224K
8.18K $405K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.58K
+ 5.73%
$45.45 - $48.31 $117K - $125K
47.6K $2.26M
SOFI
So Fi Technologies, Inc.

Financial Services
4.7K
+ 31.58%
$25.24 - $32.21 $119K - $151K
19.6K $544K
EW
Edwards Lifesciences Corp

Healthcare
198
+ 1.27%
$72.65 - $86.3 $14.4K - $17.1K
15.8K $1.36M
ICFI
Icf International, Inc.

Industrials
3.01K
+ 50.35%
$78.05 - $94.59 $235K - $285K
8.99K $701K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.19K
+ 15.02%
$150.5 - $159.55 $180K - $190K
9.14K $1.38M
VPU
Vanguard Utilities ETF

ETFs
720
+ 58.58%
$190.8 - $202.04 $137K - $145K
1.95K $374K
CMCSA
Comcast Corp

Communication Services
13.1K
+ 25.64%
$26.98 - $31.09 $354K - $408K
64.3K $1.75M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.61K
+ 44.36%
$50.33 - $50.81 $131K - $133K
8.5K $429K
DXC
Dxc Technology CO

Technology
12.5K
+ 28.29%
$12.82 - $14.2 $160K - $178K
56.7K $732K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.76K
+ 4.24%
$42.19 - $45.31 $74.3K - $79.7K
43.3K $1.93M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
5.48K
+ 4.74%
$22.39 - $22.71 $123K - $124K
121K $2.72M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
1.08K
+ 2.89%
$36.08 - $39.41 $39K - $42.6K
38.4K $1.51M
AVEM
American Centy ETF Tr Avantis

ETFs
130
+ 0.3%
$73.09 - $78.36 $9.5K - $10.2K
43.8K $3.39M
TER
Teradyne, Inc

Technology
173
+ 6.35%
$132.08 - $187.59 $22.8K - $32.5K
2.9K $492K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
5.75K
+ 7.45%
$20.02 - $20.12 $115K - $116K
82.9K $1.67M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.12K
+ 6.17%
$50.2 - $50.36 $106K - $107K
36.5K $1.84M
MELI
Mercadolibre Inc

Consumer Cyclical
145
+ 22.17%
$2024.98 - $2360.76 $294K - $342K
799 $1.64M
HCA
Hca Healthcare, Inc.

Healthcare
12
+ 0.55%
$410.68 - $476.61 $4.93K - $5.72K
2.21K $1.04M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
12K
+ 13.36%
$8.79 - $8.99 $105K - $108K
102K $901K
FYLD
Cambria Foreign Shareholder Yi

ETFs
1.72K
+ 3.29%
$30.34 - $32.09 $52.3K - $55.3K
54.2K $1.73M
VO
Vanguard Mid Cap ETF

ETFs
831
+ 4.0%
$286.27 - $296.23 $238K - $246K
21.6K $6.2M
CMI
Cummins Inc

Industrials
81
+ 5.56%
$407.98 - $484.34 $33K - $39.2K
1.54K $711K
IAU
Ishares Gold Trust

ETFs
296
+ 1.74%
$72.65 - $82.5 $21.5K - $24.4K
17.3K $1.33M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
3.92K
+ 22.15%
$24.56 - $24.79 $96.3K - $97.2K
21.6K $530K
ASML
Asml Holding Nv

Technology
8
+ 0.52%
$936.19 - $1075.45 $7.49K - $8.6K
1.56K $1.59M
RCAT
Red Cat Holdings, Inc.

Technology
12.5K
New
$7.12 - $15.64 $88.8K - $195K
12.5K $88K
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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