Dynamic Advisor Solutions LLC Purchases in Q4 2024

Dynamic Advisor Solutions LLC

  • $2.31 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
20
+ 0.31%
$60.51 - $65.57 $1.21K - $1.31K
6.43K $390K
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
13.5K
+ 59.1%
N/A
36.5K $0
Innovator Etfs Trust
34K
New
N/A
34K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
17.8K
+ 2.26%
N/A
805K $0
BSCW
Invesco Exg Tr Slf Indx Fd Tr
32.2K
New
N/A
32.2K $0
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
363
+ 1.99%
$31.59 - $32.95 $11.5K - $12K
18.6K $596K
PRU
Prudential Financial Inc

Financial Services
49
+ 1.94%
$114.59 - $129.52 $5.61K - $6.35K
2.58K $305K
ENZL
Ishares Tr Msci New Zealand Et

ETFs
391
+ 8.04%
$44.17 - $49.45 $17.3K - $19.3K
5.25K $237K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
163
+ 1.14%
$49.63 - $50.41 $8.09K - $8.22K
14.5K $719K
FPE
First Tr Pfd Secs & Income ETF

ETFs
1.75K
+ 2.08%
$17.65 - $18.18 $31K - $31.9K
86K $1.52M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
6.4K
+ 5.18%
$42.84 - $45.38 $274K - $290K
130K $5.58M
BSCV
Invesco ETF Self Indexed Fd Tr
153
+ 1.2%
$16.02 - $16.72 $2.45K - $2.56K
12.9K $206K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
346
+ 2.95%
$10.7 - $11.74 $3.7K - $4.06K
12.1K $130K
CTVA
Corteva, Inc.

Basic Materials
9
+ 0.25%
$55.21 - $64.13 $497 - $577
3.63K $206K
LVHI
Franklin International Low Vol

ETFs
306
+ 1.05%
$29.98 - $31.57 $9.17K - $9.66K
29.6K $902K
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
3
+ 0.06%
$90.74 - $103.94 $272 - $312
5.01K $457K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
49
+ 0.69%
$67.38 - $75.88 $3.3K - $3.72K
7.13K $482K
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
366
+ 3.17%
$25.79 - $27.56 $9.44K - $10.1K
11.9K $310K
CMF
Ishares California Muni Bond E

ETFs
261
+ 0.89%
$56.66 - $58.1 $14.8K - $15.2K
29.6K $1.69M
GWRS
Global Water Resources, Inc.

Utilities
1.68K
+ 6.38%
$11.32 - $13.5 $19K - $22.6K
27.9K $321K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
276
+ 1.72%
$46.52 - $48.32 $12.8K - $13.3K
16.3K $759K
BOND
Pimco Active Bond Exchange Tra

ETFs
17
+ 0.37%
$90.42 - $94.5 $1.54K - $1.61K
4.57K $413K
DFIV
Dimensional ETF Tr

ETFs
182
+ 1.95%
$34.86 - $37.97 $6.34K - $6.91K
9.51K $337K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.04K
+ 2.03%
$174.22 - $187.62 $180K - $194K
52.1K $9.13M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
5
+ 0.04%
$12.1 - $13.76 $60.5 - $68.8
12K $144K
ROAM
Hartford Multifactor Emerging

ETFs
1.57K
+ 7.51%
$22.81 - $25.56 $35.8K - $40.2K
22.5K $513K
LHX
L3 Harris Technologies, Inc.

Industrials
68
+ 5.12%
$208.94 - $264.22 $14.2K - $18K
1.4K $293K
EMBD
Global X Fds Emerging Mkts Bd

ETFs
605
+ 1.53%
$22.51 - $23.61 $13.6K - $14.3K
40.2K $907K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
254
+ 1.5%
$19.82 - $21.55 $5.03K - $5.47K
17.2K $341K
KHC
Kraft Heinz CO

Consumer Defensive
2.97K
+ 11.23%
$30.1 - $36.02 $89.4K - $107K
29.4K $903K
CGGO
Capital Group Global Growth Eq

ETFs
293
+ 0.77%
$29.21 - $30.67 $8.56K - $8.99K
38.4K $1.12M
DVA
Davita Inc.

Healthcare
2
+ 0.09%
$139.81 - $167.96 $280 - $336
2.12K $316K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
81
+ 0.85%
$98.47 - $109.35 $7.98K - $8.86K
9.6K $945K
DKNG
Draft Kings Inc.

Consumer Cyclical
392
+ 1.56%
$35.32 - $44.84 $13.8K - $17.6K
25.5K $946K
GBAB
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Financial Services
2.92K
+ 8.65%
$15.0 - $17.55 $43.7K - $51.2K
36.6K $556K
AGNC
Agnc Investment Corp.

Real Estate
639
+ 1.77%
$9.21 - $10.59 $5.89K - $6.77K
36.7K $338K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
690
+ 0.93%
$7.5 - $8.25 $5.18K - $5.69K
74.9K $574K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
499
+ 3.59%
$28.08 - $34.19 $14K - $17.1K
14.4K $403K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
524
+ 0.55%
$94.79 - $95.69 $49.7K - $50.1K
96K $9.12M
FYLD
Cambria Foreign Shareholder Yi

ETFs
2.37K
+ 5.11%
$24.86 - $27.99 $58.8K - $66.3K
48.7K $1.23M
LYB
Lyondell Basell Industries N.V.

Basic Materials
21
+ 0.71%
$72.97 - $96.75 $1.53K - $2.03K
2.98K $221K
CGCP
Capital Group Core Plus Income

ETFs
670
+ 0.81%
$22.13 - $23.17 $14.8K - $15.5K
83.6K $1.86M
GTO
Invesco Actively Managed ETF T

ETFs
20.8K
+ 3.84%
$46.33 - $48.41 $962K - $1.01M
562K $26.1M
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
3.03K
+ 15.73%
$26.39 - $35.74 $80K - $108K
22.3K $598K
EEM
Ishares Msci Emerging Markets

ETFs
160
+ 0.88%
$41.82 - $47.36 $6.69K - $7.58K
18.4K $769K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
2.53K
+ 3.54%
$26.01 - $28.19 $65.8K - $71.3K
74K $1.94M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
476
+ 2.71%
$99.2 - $108.47 $47.2K - $51.6K
18K $1.79M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
4.33K
+ 5.93%
$24.04 - $26.75 $104K - $116K
77.4K $1.88M
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.6K
+ 0.93%
$35.95 - $36.76 $57.3K - $58.6K
174K $6.26M
Activity Summary
Buys All Purchases 284 New Holdings 35 Increased Positions 249 Sells All Sells 343 Reductions 343 Sold out 0 Options Calls 3 Puts 5
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