Dynamic Advisor Solutions LLC Sells in Q4 2025

Dynamic Advisor Solutions LLC

  • $2.96 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
THC
Tenet Healthcare Corp

Healthcare
-117
- 7.27%
$189.58 - $216.17 $22.2K - $25.3K
1.49K $287K
SHV
Ishares Tr

ETFs
-335
- 4.22%
$110.15 - $110.49 $36.9K - $37K
7.61K $839K
CTVA
Corteva, Inc.

Basic Materials
-482
- 11.66%
$61.0 - $66.48 $29.4K - $32K
3.65K $241K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.53K
- 6.18%
$38.65 - $43.31 $58.9K - $66K
23.2K $930K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-2.31K
- 2.67%
$18.14 - $18.51 $41.9K - $42.8K
84.3K $1.54M
TW
Tradeweb Markets Inc.

Financial Services
-288
- 7.94%
$103.59 - $110.95 $29.8K - $32K
3.34K $365K
DELL
Dell Technologies Inc.

Technology
-46
- 1.21%
$133.76 - $164.88 $6.15K - $7.58K
3.76K $502K
EOG
Eog Resources Inc

Energy
-208
- 2.44%
$105.0 - $111.92 $21.8K - $23.3K
8.31K $917K
BP
Bp PLC

Energy
-2.02K
- 10.9%
$32.78 - $37.35 $66.3K - $75.6K
16.5K $603K
MPC
Marathon Petroleum Corp

Energy
-547
- 5.29%
$180.89 - $200.13 $98.9K - $109K
9.8K $1.96M
GM
General Motors CO

Consumer Cyclical
-977
- 26.36%
$55.35 - $71.89 $54.1K - $70.2K
2.73K $192K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-681
- 2.49%
$27.24 - $27.76 $18.6K - $18.9K
26.6K $724K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-423
- 8.27%
$68.28 - $84.44 $28.9K - $35.7K
4.69K $357K
KMI
Kinder Morgan, Inc.

Energy
-741
- 5.76%
$25.84 - $28.46 $19.1K - $21.1K
12.1K $332K
MLM
Martin Marietta Materials Inc

Basic Materials
-27
- 5.63%
$596.44 - $656.85 $16.1K - $17.7K
453 $270K
DEO
Diageo PLC

Consumer Defensive
-266
- 9.36%
$87.26 - $98.67 $23.2K - $26.2K
2.58K $239K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-994
- 5.82%
$18.57 - $19.43 $18.5K - $19.3K
16.1K $298K
AIQ
Global X Funds Global X Artifi

ETFs
-1.23K
- 2.95%
$48.93 - $53.56 $60.2K - $65.9K
40.6K $2.03M
RJF
Raymond James Financial Inc

Financial Services
-22
- 1.17%
$158.05 - $167.64 $3.48K - $3.69K
1.86K $295K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-506
- 2.47%
$20.16 - $21.33 $10.2K - $10.8K
20K $402K
TXN
Texas Instruments Inc

Technology
-152
- 1.23%
N/A
12.2K $2.38M
EVRG
Evergy, Inc.

Utilities
-488
- 2.2%
$75.56 - $78.73 $36.9K - $38.4K
21.7K $1.66M
SLB
Schlumberger Limited

Energy
-1.31K
- 16.53%
$31.72 - $37.61 $41.5K - $49.2K
6.61K $244K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-140
- 12.4%
$219.27 - $238.71 $30.7K - $33.4K
989 $222K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-511
- 7.2%
$48.11 - $49.01 $24.6K - $25K
6.58K $316K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-213
- 9.2%
$122.36 - $133.85 $26.1K - $28.5K
2.1K $281K
EDF
Stone Harbor Emerging Markets Income Fund

Financial Services
-2.96K
- 3.08%
$4.86 - $5.07 $14.4K - $15K
93.2K $458K
NDAQ
Nasdaq, Inc.

Financial Services
-255
- 8.12%
$85.42 - $91.4 $21.8K - $23.3K
2.88K $251K
CL
Colgate Palmolive CO

Consumer Defensive
-210
- 2.98%
$74.98 - $79.86 $15.7K - $16.8K
6.84K $538K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-212
- 5.52%
$105.91 - $113.18 $22.5K - $24K
3.63K $399K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-531
- 4.83%
$26.89 - $33.6 $14.3K - $17.8K
10.5K $281K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-115
- 1.51%
$191.01 - $199.18 $22K - $22.9K
7.51K $1.46M
IWV
Ishares Russell 3000 ETF

ETFs
-73
- 2.58%
$371.33 - $389.89 $27.1K - $28.5K
2.75K $1.05M
PRU
Prudential Financial Inc

Financial Services
-270
- 12.0%
$99.13 - $107.85 $26.8K - $29.1K
1.98K $212K
ONB
Old National Bancorp

Financial Services
-197
- 1.37%
$19.6 - $22.57 $3.86K - $4.45K
14.1K $293K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-1.42K
- 3.22%
$44.26 - $47.16 $63K - $67.1K
42.8K $2.01M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-137
- 2.32%
$70.3 - $73.05 $9.63K - $10K
5.77K $415K
TSCO
Tractor Supply CO

Consumer Cyclical
-218
- 4.64%
$52.49 - $56.37 $11.4K - $12.3K
4.48K $248K
HYD
Vaneck High Yield Muni ETF

ETFs
-349
- 7.12%
$50.62 - $51.21 $17.7K - $17.9K
4.55K $230K
AIG
American International Group, Inc.

Financial Services
-199
- 4.87%
$76.15 - $84.05 $15.2K - $16.7K
3.89K $302K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
-775
- 1.99%
$14.46 - $15.03 $11.2K - $11.6K
38.3K $563K
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-407
- 4.75%
$38.62 - $40.84 $15.7K - $16.6K
8.17K $321K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-988
- 10.41%
$43.89 - $49.2 $43.4K - $48.6K
8.5K $404K
VOE
Vanguard Mid Cap Value Index F

ETFs
-80
- 2.28%
$169.53 - $176.53 $13.6K - $14.1K
3.43K $596K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-723
- 4.17%
$37.45 - $38.85 $27.1K - $28.1K
16.6K $637K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-803
- 3.79%
$23.12 - $23.41 $18.6K - $18.8K
20.4K $474K
LVHI
Franklin International Low Vol

ETFs
-3.53K
- 5.85%
$34.73 - $36.81 $122K - $130K
56.7K $2.08M
VLO
Valero Energy Corp

Energy
-225
- 9.54%
$156.39 - $181.76 $35.2K - $40.9K
2.13K $387K
VOX
Vanguard Communication Service

ETFs
-1
- 0.06%
$180.26 - $190.8 $180 - $191
1.78K $320K
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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