Dynamic Advisor Solutions LLC ETFs

Dynamic Advisor Solutions LLC

$2.96 Billion
Q4 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DXJ Wisdomtree Trust Japan Hedged	$0	$485,000 0.02% of portfolio	3,491	Q4 2025 Reduced 0.71%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$480,000 0.02% of portfolio	22,937	Q4 2025 Reduced 1.79%
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$474,000 0.02% of portfolio	20,367	Q4 2025 Reduced 3.79%
LMBS First Tr ETF Fd Iv First Tr Lo	$0	$469,000 0.02% of portfolio	9,396	Q4 2025 Reduced 9.05%
EMB Ishares Tr	$0	$465,000 0.02% of portfolio	4,855	Q4 2025 Added 0.77%
IJT Ishares S&P Small Cap 600 Grow	$0	$455,000 0.02% of portfolio	3,314	Q3 2025 Added 0.15%
FIXD First Tr ETF Viii Tcw Opportun	$0	$445,000 0.02% of portfolio	10,030	Q4 2025 Reduced 93.41%
SHE Spdr Ser Tr Ssga Gender Divers	$0	$442,000 0.01% of portfolio	3,395	Q4 2025 New
MEAR Blackrock Short Maturity Munic	$0	$437,000 0.01% of portfolio	8,691	Q4 2025 New

RDVY First Trust Rising Dividend Ac	$0	$436,000 0.01% of portfolio	6,529	Q4 2025 Added 4.8%
SCHB Schwab Strategic Tr Us Broad M	$0	$433,000 0.01% of portfolio	16,788	Q4 2025 Reduced 27.45%
JMUB Jp Morgan Tr Mun ETF (De)	$0	$429,000 0.01% of portfolio	8,500	Q4 2025 Added 44.36%
FTSM First Tr Enhanced Traded Fd Iv	$0	$426,000 0.01% of portfolio	7,107	Q4 2025 Reduced 14.25%
IBB Ishares Biotechnology ETF	$0	$425,000 0.01% of portfolio	2,593	Q4 2025 Reduced 11.8%
NUMV Nuveen Esg Mid Cap Value ETF	$0	$423,000 0.01% of portfolio	11,023	Q4 2025 Reduced 72.11%
XMLV Invesco ETF Tr Ii S&P Midcap L	$0	$420,000 0.01% of portfolio	6,696	Q4 2025 Added 3.09%
OUSM Alps ETF Tr Oshares U S Small	$0	$418,000 0.01% of portfolio	9,668	Q4 2025 Reduced 16.51%
MGC Vanguard Mega Cap ETF	$0	$416,000 0.01% of portfolio	1,684	Q4 2025 Added 9.49%

SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$415,000 0.01% of portfolio	5,773	Q4 2025 Reduced 2.32%
CGXU Capital Group Intl Focus Equit	$0	$414,000 0.01% of portfolio	13,808	Q4 2025 Reduced 83.72%
ARKQ Ark Autonomous Technology & Ro	$0	$405,000 0.01% of portfolio	3,738	Q4 2025 Added 13.51%
FRDM Ea Ser Tr Freedom 100 Emerging	$0	$404,000 0.01% of portfolio	8,504	Q4 2025 Reduced 10.41%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$402,000 0.01% of portfolio	17,208	Q4 2025 Added 0.16%
JCPB J P Morgan Exchange Traded Fd	$0	$402,000 0.01% of portfolio	8,491	Q4 2025 Added 10.03%
PEY Invesco Exchange Traded Fd Tr	$0	$402,000 0.01% of portfolio	19,955	Q4 2025 Reduced 2.47%
USFR Wisdomtree Floating Rate Treas	$0	$399,000 0.01% of portfolio	7,925	Q4 2025 Reduced 11.36%
IJS Ishares S&P Smallcap 600 Value	$0	$399,000 0.01% of portfolio	3,628	Q4 2025 Reduced 5.52%
HNDL Strategy Shs	$0	$398,000 0.01% of portfolio	18,050	Q4 2025 Added 0.33%
VMBS Vanguard Mortg Backed Sec ETF	$0	$393,000 0.01% of portfolio	8,380	Q4 2025 Reduced 9.65%
FMHI First Tr ETF Iii Municipal Hig	$0	$387,000 0.01% of portfolio	8,073	Q4 2025 Added 5.47%
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$386,000 0.01% of portfolio	8,022	Q4 2025 Reduced 14.18%
TIP Ishares Tr Tips Bd ETF	$0	$385,000 0.01% of portfolio	3,479	Q4 2025 Added 0.32%
CFO Victory Portfolios Ii Shs Us 5	$0	$381,000 0.01% of portfolio	5,250	Q1 2025 New
HFXI Indexiq Iq 50 Percent Hedged F	$0	$379,000 0.01% of portfolio	11,776	Q4 2025 Added 4.51%
ESML Ishares Esg Aware Msci Usa Sma	$0	$374,000 0.01% of portfolio	8,455	Q4 2025 New
VPU Vanguard Utilities ETF	$0	$374,000 0.01% of portfolio	1,949	Q4 2025 Added 58.58%
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$369,000 0.01% of portfolio	16,996	Q4 2025 Added 0.47%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$357,000 0.01% of portfolio	4,689	Q4 2025 Reduced 8.27%
NUMG Nuveen Esg Mid Cap Growth ETF	$0	$354,000 0.01% of portfolio	7,584	Q4 2025 Reduced 64.96%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$340,000 0.01% of portfolio	5,120	Q3 2025 Reduced 0.14%
JNK Spdr Bloomberg High Yield Bond	$0	$337,000 0.01% of portfolio	3,493	Q3 2025 Reduced 7.67%
DIVB Ishares Tr U S Divid & Buyback	$0	$336,000 0.01% of portfolio	6,460	Q4 2025 New
BSJR Invesco Indx Tr	$0	$336,000 0.01% of portfolio	14,873	Q4 2025 Added 2.06%
SPYG Spdr Portfolio	$0	$336,000 0.01% of portfolio	3,207	Q4 2025 Reduced 16.4%
OMFS Invesco Exchange Traded Self I	$0	$335,000 0.01% of portfolio	7,898	Q1 2024 Reduced 3.61%
SCHC Schwab Strategic Tr Intl Small	$0	$327,000 0.01% of portfolio	7,281	Q4 2025 Added 5.22%
HDV Ishares Core High Dividend ETF	$0	$327,000 0.01% of portfolio	2,676	Q4 2025 Reduced 11.54%
DFIV Dimensional ETF Tr	$0	$322,000 0.01% of portfolio	6,734	Q4 2025 Reduced 30.46%
SPD Simplify Exch Trad Fds Us Eq P	$0	$321,000 0.01% of portfolio	8,166	Q4 2025 Reduced 4.75%
SPYV Spdr Portfolio S&P 500 Value E	$0	$321,000 0.01% of portfolio	5,722	Q4 2025 Added 0.07%

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