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Portfolio (Quarterly) Guide ↗

Dynamic Advisor Solutions LLC

· CIK 0001599747
13F Portfolio $3.5B AUM 1,045 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 184 New 500 Added 306 Reduced 71 Exited
Page 16 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PYPL PAYPAL HLDGS INC Financial Services 4,723.0 $204K 0.01% -1K -22.2% $43.18 +43.2%
302 PKW INVESCO EXCHANGE TRADED FD T 1,434.0 $203K 0.01% -256.0 -15.2% $141.69 +6.8%
303 JPMB J P MORGAN EXCHANGE TRADED F 5,000.0 $202K 0.01% -2K -23.1% $40.31 -1.3%
304 VGM INVESCO TR INVT GRADE MUNS Financial Services 14,050.0 $149K 0.00% -100.0 -0.7% $10.60 -2.6%
305 BBAI BIGBEAR AI HLDGS INC Technology 24,982.0 $92K 0.00% -14K -35.8% $3.67 -16.9%
306 BITO PROSHARES TR 10,118.0 $81K 0.00% -1K -10.9% $7.98 +32.6%
Page 16 of 16  ·  306 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 19.0%
Industrials 9.3%
Consumer Cyclical 9.1%
Healthcare 7.8%
Communication Services 6.3%
Consumer Defensive 5.4%
Energy 4.1%
Utilities 3.7%
Real Estate 2.2%