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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 32 of 53  ·  1,045 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 MISL FIRST TR EXCHANGE-TRADED FD 13,427.0 $615K 0.02% NEW $45.77 -1.8%
622 HACK AMPLIFY ETF TR 5,853.0 $614K 0.02% NEW $104.94 +13.0%
623 BTI BRITISH AMERN TOB PLC Consumer Defensive 9,943.0 $614K 0.02% +852.0 +9.4% $61.76 -8.9%
624 SMDV PROSHARES TR 7,970.0 $614K 0.02% +46.0 +0.6% $77.03 -0.3%
625 CL COLGATE PALMOLIVE CO Consumer Defensive 6,688.0 $613K 0.02% -151.0 -2.2% $91.68 -0.8%
626 WRB BERKLEY W R CORP Financial Services 8,661.0 $611K 0.02% +3K +51.6% $70.53 -3.1%
627 LISTED FDS TR 27,084.0 $609K 0.02% +4K +18.2% $22.49
628 PMAR INNOVATOR ETFS TRUST 12,742.0 $609K 0.02% NEW $47.77 +2.1%
629 XYL XYLEM INC Industrials 5,126.0 $606K 0.02% -289.0 -5.3% $118.22 -4.7%
630 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 28,556.0 $603K 0.02% +19K +191.2% $21.11 -21.1%
631 KKR KKR & CO INC 6,519.0 $598K 0.02% -699.0 -9.7% $91.78
632 IWY ISHARES TR 2,049.0 $595K 0.02% -870.0 -29.8% $290.58 -0.4%
633 WPM WHEATON PRECIOUS METALS CORP Basic Materials 5,297.0 $595K 0.02% -1K -20.6% $112.32 +40.7%
634 FENI FIDELITY COVINGTON TRUST 14,772.0 $593K 0.02% +5K +48.8% $40.13 +3.5%
635 TTEK TETRA TECH INC NEW Industrials 20,443.0 $591K 0.02% +5K +32.2% $28.89 +26.8%
636 BDEC INNOVATOR ETFS TRUST 11,093.0 $590K 0.02% NEW $53.20 +2.9%
637 LKQ LKQ CORP Consumer Cyclical 22,253.0 $586K 0.02% -754.0 -3.3% $26.33 -3.7%
638 NUW NUVEEN AMT-FREE MUN VALUE FD Financial Services 40,572.0 $583K 0.02% $14.38 -3.2%
639 ENTERGY CORP NEW 5,069.0 $582K 0.02% +240.0 +5.0% $114.86
640 IBB ISHARES TR 3,058.0 $582K 0.02% +465.0 +17.9% $190.20 +12.9%
Page 32 of 53  ·  1,045 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%