Dynamic Advisor Solutions LLC Reduced Holdings in Q1 2025

Dynamic Advisor Solutions LLC

  • $2.97 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ANSS
Ansys Inc

Technology
-167
- 15.67%
$316.56 - $360.36 $52.9K - $60.2K
899 $284K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-314
- 5.42%
$62.43 - $84.12 $19.6K - $26.4K
5.48K $357K
CMF
Ishares California Muni Bond E

ETFs
-778
- 2.63%
$55.93 - $57.47 $43.5K - $44.7K
28.8K $1.62M
ESAB
Esab Corp

Industrials
-289
- 2.92%
$115.08 - $131.54 $33.3K - $38K
9.62K $1.12M
ARKG
Ark Genomic Revolution ETF (De

ETFs
-1.8K
- 14.54%
$20.76 - $29.81 $37.4K - $53.7K
10.6K $219K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-1.59K
- 2.48%
$50.72 - $50.92 $80.4K - $80.8K
62.2K $3.16M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-212
- 4.78%
$96.3 - $112.23 $20.4K - $23.8K
4.22K $410K
IIPR
Innovative Industrial Properties Inc

Real Estate
-14
- 0.25%
$54.09 - $74.56 $757 - $1.04K
5.53K $299K
IDXX
Idexx Laboratories Inc

Healthcare
-174
- 25.82%
$406.29 - $469.04 $70.7K - $81.6K
500 $209K
IOO
Ishares Tr Global 100 ETF

ETFs
-528
- 13.52%
$96.2 - $105.12 $50.8K - $55.5K
3.38K $324K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
-2.31K
- 5.53%
$7.39 - $9.09 $17K - $21K
39.4K $293K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-603
- 2.09%
$78.12 - $83.7 $47.1K - $50.5K
28.3K $2.27M
LOW
Lowes Companies Inc

Consumer Cyclical
-69
- 2.21%
$222.66 - $268.42 $15.4K - $18.5K
3.05K $712K
ICE
Intercontinental Exchange, Inc.

Financial Services
-813
- 21.16%
$142.8 - $176.36 $116K - $143K
3.03K $522K
IEMG
Ishares Inc

ETFs
-855
- 2.39%
N/A
34.9K $1.87M
RY
Royal Bank Of Canada

Financial Services
-198
- 6.81%
$108.81 - $123.4 $21.5K - $24.4K
2.71K $305K
F
Ford Motor CO

Consumer Cyclical
-5.29K
- 7.66%
$9.12 - $10.43 $48.3K - $55.2K
63.8K $639K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-679
- 5.22%
$49.69 - $50.76 $33.7K - $34.5K
12.3K $616K
ICLN
Ishares

ETFs
-3.25K
- 20.79%
$10.94 - $11.86 $35.6K - $38.5K
12.4K $141K
RWK
Invesco Exchange Traded Fd Tr

ETFs
-92
- 3.01%
$106.43 - $123.29 $9.79K - $11.3K
2.96K $319K
MET
Metlife Inc

Financial Services
-365
- 11.58%
$77.7 - $87.0 $28.4K - $31.8K
2.79K $223K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.05K
- 6.86%
$44.72 - $46.25 $46.9K - $48.5K
14.2K $656K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-1.5K
- 8.28%
$24.07 - $24.5 $36.1K - $36.7K
16.6K $402K
SPYG
Spdr Portfolio

ETFs
-102
- 2.92%
$80.05 - $92.39 $8.17K - $9.42K
3.39K $271K
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-1.33K
- 7.17%
$36.46 - $39.9 $48.6K - $53.1K
17.3K $660K
JPIB
Jpmorgan International Bond Op

ETFs
-832
- 5.37%
$46.97 - $48.35 $39.1K - $40.2K
14.7K $702K
BOSC
Bos Better Online Solutions LTD

Technology
-13.1K
- 34.69%
$3.32 - $4.3 $43.5K - $56.4K
24.7K $93K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-506
- 8.21%
$49.78 - $53.19 $25.2K - $26.9K
5.66K $286K
ROK
Rockwell Automation, Inc

Industrials
-9
- 0.91%
$255.29 - $303.75 $2.3K - $2.73K
976 $252K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-1.91K
- 7.92%
$23.61 - $24.38 $45K - $46.4K
22.1K $539K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-8
- 0.05%
$15.97 - $18.5 $128 - $148
16.7K $270K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-1.04K
- 3.59%
$26.64 - $27.14 $27.8K - $28.3K
28K $750K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-1.3K
- 5.3%
$20.82 - $22.08 $27.1K - $28.8K
23.3K $499K
EVH
Evolent Health, Inc.

Healthcare
-61
- 0.51%
$8.55 - $12.6 $522 - $769
11.9K $112K
PRU
Prudential Financial Inc

Financial Services
-31
- 1.2%
$105.04 - $122.33 $3.26K - $3.79K
2.55K $284K
EMB
Ishares Tr

ETFs
-281
- 6.35%
$88.64 - $92.03 $24.9K - $25.9K
4.14K $374K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-254
- 1.16%
$51.26 - $52.53 $13K - $13.3K
21.6K $1.11M
DCI
Donaldson CO Inc

Industrials
-218
- 1.98%
$66.51 - $72.28 $14.5K - $15.8K
10.8K $724K
CAG
Conagra Brands Inc.

Consumer Defensive
-364
- 4.63%
$23.9 - $27.67 $8.7K - $10.1K
7.5K $200K
FNK
First Trust Mid Cap Value Alph

ETFs
-60
- 1.48%
$48.96 - $55.86 $2.94K - $3.35K
4K $200K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-437
- 7.24%
$42.93 - $44.71 $18.8K - $19.5K
5.6K $245K
DGX
Quest Diagnostics Inc

Healthcare
-107
- 2.56%
N/A
4.07K $557K
RBLX
Roblox Corp

Communication Services
-301
- 6.16%
$53.77 - $75.47 $16.2K - $22.7K
4.59K $267K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-57
- 1.86%
$86.24 - $97.98 $4.92K - $5.58K
3K $261K
IWS
Ishares Russell Midcap Value E

ETFs
-30
- 1.74%
$122.59 - $135.24 $3.68K - $4.06K
1.7K $213K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-374
- 3.74%
$23.19 - $23.5 $8.67K - $8.79K
9.64K $223K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-177
- 2.42%
$113.59 - $123.29 $20.1K - $21.8K
7.13K $831K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-738
- 2.61%
$40.77 - $42.27 $30.1K - $31.2K
27.6K $1.16M
IYF
Ishares Tr

ETFs
-72
- 2.74%
$107.69 - $119.37 $7.75K - $8.59K
2.56K $285K
Activity Summary
Buys All Purchases 589 New Holdings 239 Increased Positions 350 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 2 Puts 1
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