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
CDC
Victory Portfolios Ii Shs Inco

ETFs
-150
- 3.58%
$64.67 - $66.93 $9.7K - $10K
4.04K $266K
AEP
American Electric Power CO Inc

Utilities
-563
- 8.94%
$112.75 - $122.73 $63.5K - $69.1K
5.73K $695K
NET
Cloudflare, Inc.

Technology
-30
- 1.77%
$210.01 - $253.3 $6.3K - $7.6K
1.67K $351K
TGT
Target Corp

Consumer Defensive
-147
- 5.92%
$85.53 - $97.77 $12.6K - $14.4K
2.34K $210K
PPT
Putnam Premier Income Trust

Financial Services
-2.87K
- 9.28%
$3.61 - $3.72 $10.3K - $10.7K
28K $101K
IWR
Ishares Russell Mid Cap ETF

ETFs
-6
- 0.12%
$94.02 - $97.61 $564 - $586
5.14K $485K
IBN
Icici Bank LTD

Financial Services
-581
- 6.97%
$29.87 - $32.94 $17.4K - $19.1K
7.76K $241K
LUV
Southwest Airlines CO

Industrials
-563
- 7.02%
$29.67 - $34.68 $16.7K - $19.5K
7.46K $244K
FIS
Fidelity National Information Services, Inc.

Technology
-15
- 0.27%
$61.5 - $68.57 $923 - $1.03K
5.6K $359K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-102
- 2.04%
$58.56 - $62.02 $5.97K - $6.33K
4.89K $290K
OTIS
Otis Worldwide Corp

Industrials
-15
- 0.64%
$88.77 - $93.38 $1.33K - $1.4K
2.34K $207K
APLD
Applied Blockchain, Inc.

Financial Services
-656
- 5.7%
$23.06 - $37.76 $15.1K - $24.8K
10.8K $256K
KR
Kroger CO

Consumer Defensive
-65
- 1.73%
$63.15 - $69.15 $4.1K - $4.49K
3.69K $246K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.63K
- 0.77%
$25.85 - $27.19 $249K - $262K
1.25M $33.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-142
- 0.4%
$72.21 - $75.0 $10.3K - $10.7K
35K $2.57M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-833
- 4.58%
$12.5 - $18.02 $10.4K - $15K
17.3K $262K
JKHY
Henry Jack & Associates Inc

Technology
-170
- 10.98%
$146.26 - $167.17 $24.9K - $28.4K
1.38K $226K
ERC
Allspring Multi Sector Income Fund

Financial Services
-88
- 0.7%
$9.3 - $9.73 $818 - $856
12.4K $116K
JOF
Japan Smaller Capitalization Fund Inc

Financial Services
-38
- 0.11%
$9.96 - $10.78 $378 - $410
34.9K $365K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-19
- 1.34%
$161.21 - $171.97 $3.06K - $3.27K
1.4K $230K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-100
- 0.7%
$10.02 - $10.27 $1K - $1.03K
14.2K $143K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-20
- 0.17%
$23.37 - $23.7 $467 - $474
11.8K $276K
First Tr Exchng Traded Fd Vi
-640
- 4.66%
N/A
13.1K $0
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-25
- 1.22%
$132.94 - $139.8 $3.32K - $3.5K
2.02K $277K
CGMS
Capital Grp Core Plus Income E
-76K
- 53.05%
N/A
67.2K $0
American Beacon Select Funds
-10.9K
- 29.07%
N/A
26.7K $0
CGSD
Capital Grp Core Plus Income E
-28.3K
- 49.99%
N/A
28.3K $0
OALC
Unified Ser Tr Oneascent Large
-188
- 1.16%
N/A
16K $0
American Healthcare Reit Inc
-1.31K
- 2.56%
N/A
49.6K $0
Capital Group Dividend Growe
-19.5K
- 39.65%
N/A
29.7K $0
Capital Group Core Balanced
-2.05K
- 25.43%
N/A
6K $0
CRH.L
Crh PLC

Basic Materials
-138
- 1.36%
N/A
10K $0
Vanguard Malvern Fds
-10.5K
- 69.52%
N/A
4.6K $0
Capital Grp Fixed Incm ETF T
-63K
- 31.77%
N/A
135K $0
Innovator Etfs Trust
-1.87K
- 3.01%
N/A
60.2K $0
PJUL
Innovator U.S. Equity Power Bu

ETFs
-11
- 0.07%
$45.22 - $46.04 $497 - $506
15K $685K
Gsk PLC
-1.23K
- 16.1%
N/A
6.42K $0
Invesco Actively Managed Exc
-350
- 1.78%
N/A
19.3K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-12.3K
- 21.25%
N/A
45.5K $0
Coreweave Inc
-437
- 11.55%
N/A
3.35K $0
Goldman Sachs ETF Tr
-4.54K
- 20.75%
N/A
17.3K $0
PSJ
Invesco Exchange Traded Fd Tr

ETFs
-1.47K
- 5.19%
N/A
26.8K $0
Peakstone Realty Trust
-785
- 7.16%
N/A
10.2K $0
Ge Vernova Inc
-264
- 3.07%
N/A
8.33K $0
Wisdomtree Tr
-153
- 3.4%
N/A
4.35K $0
JPHY
Jp Morgan High Yield Research

ETFs
-62
- 0.53%
N/A
11.6K $0
Arista Networks Inc
-5.29K
- 20.84%
N/A
20.1K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-44.4K
- 36.92%
N/A
75.9K $0
OAIM
Unified Ser Tr Oneascent Intl
-1.54K
- 15.23%
N/A
8.55K $0
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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