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
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.07K
+ 11.95%
$29.21 - $29.73 $31.1K - $31.7K
9.99K $291K
NUE
Nucor Corp

Basic Materials
10
+ 0.51%
$131.78 - $154.43 $1.32K - $1.54K
1.98K $292K
CYBR
Cyber Ark Software Ltd.

Technology
35
+ 1.99%
$486.39 - $522.02 $17K - $18.3K
1.8K $877K
VV
Vanguard Large Cap ETF

ETFs
55
+ 1.61%
$301.9 - $317.98 $16.6K - $17.5K
3.48K $1.08M
BOND
Pimco Active Bond Exchange Tra

ETFs
264
+ 4.54%
$93.0 - $94.55 $24.6K - $25K
6.08K $566K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
419
+ 5.47%
$47.55 - $48.22 $19.9K - $20.2K
8.07K $387K
VGLT
Vanguard Long Term Treasury Et

ETFs
503
+ 2.68%
$56.44 - $58.38 $28.4K - $29.4K
19.3K $1.09M
SAN
Banco Santander, S.A.

Financial Services
1.67K
+ 11.24%
$9.65 - $11.03 $16.1K - $18.4K
16.5K $177K
MAR
Marriott International Inc

Consumer Cyclical
2
+ 0.25%
$259.04 - $291.9 $518 - $584
795 $227K
IXN
Ishares Global Information Tec

ETFs
13
+ 0.16%
$102.05 - $112.09 $1.33K - $1.46K
7.97K $842K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
353
+ 0.87%
$77.73 - $78.84 $27.4K - $27.8K
40.7K $3.17M
ESAB
Esab Corp

Industrials
170
+ 1.74%
$111.41 - $123.35 $18.9K - $21K
9.93K $1.11M
CBRE
Cbre Group, Inc.

Real Estate
181
+ 8.18%
$149.99 - $164.2 $27.1K - $29.7K
2.39K $367K
EIX
Edison International

Utilities
17
+ 0.33%
$52.12 - $59.08 $886 - $1K
5.12K $300K
TRGP
Targa Resources Corp.

Energy
21
+ 0.8%
$146.3 - $173.23 $3.07K - $3.64K
2.63K $455K
MS
Morgan Stanley

Financial Services
1
+ 0.0%
$151.86 - $169.92 $152 - $170
33.9K $5.41M
RDVY
First Trust Rising Dividend Ac

ETFs
299
+ 4.8%
$65.02 - $68.31 $19.4K - $20.4K
6.53K $436K
STE
Steris PLC

Healthcare
10
+ 0.77%
$235.48 - $267.99 $2.35K - $2.68K
1.31K $337K
WIT
Wipro LTD

Technology
6.27K
+ 20.41%
$2.58 - $2.74 $16.2K - $17.2K
37K $97K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
5.18K
+ 15.34%
$5.66 - $8.91 $29.3K - $46.1K
38.9K $235K
WRN
Western Copper & Gold Corp

Basic Materials
6.67K
+ 22.61%
$1.9 - $2.5 $12.7K - $16.7K
36.1K $74K
WDAY
Workday, Inc.

Technology
115
+ 10.44%
$223.49 - $245.67 $25.7K - $28.3K
1.22K $280K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
165
+ 0.88%
$29.02 - $30.5 $4.79K - $5.03K
18.9K $565K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
61
+ 4.69%
$198.65 - $208.01 $12.1K - $12.7K
1.36K $279K
ABC
Amerisourcebergen Corp

Healthcare
75
+ 4.39%
N/A
1.78K $330K
VFMF
Vanguard Wellington Fd Us Mult

ETFs
98
+ 5.2%
$139.3 - $147.36 $13.7K - $14.4K
1.98K $286K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
308
+ 0.34%
$100.33 - $100.69 $30.9K - $31K
90.3K $9.07M
EWG
Ishares Msci Germany ETF

ETFs
546
+ 4.46%
$40.34 - $42.47 $22K - $23.2K
12.8K $522K
IQDY
Flexshares International Quali

ETFs
17
+ 0.29%
$33.35 - $36.13 $567 - $614
5.96K $213K
SCHC
Schwab Strategic Tr Intl Small

ETFs
361
+ 5.22%
$44.43 - $46.12 $16K - $16.6K
7.28K $327K
GUT
Gabelli Utility Trust

Financial Services
2.43K
+ 15.85%
$5.78 - $6.16 $14K - $15K
17.8K $106K
SCHP
Schwab Strategic Us Tips ETF

ETFs
836
+ 1.26%
$26.75 - $27.15 $22.4K - $22.7K
67.4K $1.81M
PBP
Invesco Exchange Traded Fd Tr

ETFs
204
+ 1.47%
$22.01 - $22.64 $4.49K - $4.62K
14.1K $318K
APA
Apa Corp

Energy
258
+ 2.48%
$21.66 - $25.12 $5.59K - $6.48K
10.7K $264K
FDVV
Fidelity High Dividend ETF

ETFs
149
+ 2.89%
$54.66 - $56.68 $8.14K - $8.45K
5.3K $297K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
79
+ 2.79%
$79.18 - $82.25 $6.26K - $6.5K
2.91K $235K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
1.91K
+ 4.24%
$7.22 - $7.49 $13.8K - $14.3K
47K $342K
SONY
Sony Group Corp

Technology
214
+ 2.51%
$27.71 - $30.26 $5.93K - $6.48K
8.75K $254K
JMEE
J P Morgan Exchange Traded Fd

ETFs
202
+ 4.31%
$61.3 - $64.67 $12.4K - $13.1K
4.89K $306K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
201
+ 3.09%
$61.61 - $63.45 $12.4K - $12.8K
6.7K $420K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
944
+ 7.43%
$14.62 - $15.79 $13.8K - $14.9K
13.7K $210K
EMB
Ishares Tr

ETFs
37
+ 0.77%
$94.63 - $97.03 $3.5K - $3.59K
4.86K $465K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
472
+ 1.95%
$14.07 - $14.56 $6.64K - $6.87K
24.7K $352K
MGF
Mfs Government Markets Income Trust

Financial Services
1.74K
+ 2.63%
$3.04 - $3.11 $5.28K - $5.4K
67.7K $210K
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
7
+ 0.11%
$33.61 - $35.02 $235 - $245
6.63K $228K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
536
+ 4.0%
$13.82 - $14.0 $7.41K - $7.5K
13.9K $192K
BSJR
Invesco Indx Tr

ETFs
300
+ 2.06%
$22.6 - $22.76 $6.78K - $6.83K
14.9K $336K
NMZ
Nuveen Municipal High Income Opportunity Fund

Financial Services
360
+ 2.44%
$10.53 - $10.74 $3.79K - $3.87K
15.1K $160K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.02%
$56.5 - $60.52 $56.5 - $60.5
4.57K $267K
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
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email