Dynamic Advisor Solutions LLC New Holdings in Q4 2025

Dynamic Advisor Solutions LLC

  • $2.96 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
38K
New
$58.89 - $62.37 $2.24M - $2.37M
38K $2.33M
CFG
Citizens Financial Group Inc

Financial Services
41.3K
New
$48.39 - $54.0 $2M - $2.23M
41.3K $2.13M
GL
Globe Life Inc.

Financial Services
6.7K
New
$130.64 - $140.98 $875K - $945K
6.7K $883K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
20.5K
New
$40.65 - $43.85 $833K - $899K
20.5K $863K
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
21K
New
$39.76 - $41.74 $835K - $876K
21K $859K
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
AVSD
American Centy ETF Tr Avantis

ETFs
9.42K
New
$70.41 - $73.26 $663K - $690K
9.42K $679K
NUDM
Nuveen Esg International Devel

ETFs
17.8K
New
$37.36 - $38.79 $663K - $689K
17.8K $678K
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
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
METV
Listed Fds Tr Roundhill Ball M

ETFs
25.9K
New
$19.29 - $21.27 $500K - $551K
25.9K $500K
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
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
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
12.9K
New
$27.01 - $28.4 $348K - $366K
12.9K $354K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
6.46K
New
$50.77 - $52.85 $328K - $341K
6.46K $336K
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
HWM
Howmet Aerospace Inc.

Industrials
1.37K
New
$184.09 - $209.74 $251K - $287K
1.37K $277K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.91K
New
$88.14 - $92.61 $256K - $269K
2.91K $262K
BALT
Innovator Etfs Tr
7.8K
New
$32.7 - $33.07 $255K - $258K
7.8K $257K
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
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
A
Agilent Technologies, Inc.

Healthcare
1.55K
New
$136.62 - $151.52 $212K - $235K
1.55K $227K
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
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
WBD
Warner Bros. Discovery, Inc.

Communication Services
8.7K
New
$17.1 - $23.05 $149K - $200K
8.7K $200K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.23K
New
$147.71 - $162.85 $181K - $200K
1.23K $197K
CIFR
Cipher Mining Inc.

Financial Services
12.3K
New
$12.6 - $24.71 $155K - $303K
12.3K $184K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
4.07K
New
$38.94 - $47.57 $159K - $194K
4.07K $175K
RCAT
Red Cat Holdings, Inc.

Technology
12.5K
New
$7.12 - $15.64 $88.8K - $195K
12.5K $88K
UMC
United Microelectronics Corp

Technology
11.7K
New
$7.11 - $7.84 $82.9K - $91.4K
11.7K $83K
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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