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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 34 of 53  ·  1,045 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 KMI KINDER MORGAN INC DEL Energy 17,063.0 $546K 0.01% +5K +40.8% $31.97 -1.3%
662 WAT WATERS CORP Healthcare 1,450.0 $544K 0.01% -8K -84.6% $375.04 +12.3%
663 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 27,115.0 $539K 0.01% +13K +98.6% $19.89 +12.8%
664 INNOVATOR ETFS TRUST 24,430.0 $537K 0.01% $21.97
665 BTAL AGF INVTS TR 48,129.0 $537K 0.01% +10K +24.9% $11.15 +7.9%
666 EUAD SPINNAKER ETF SERIES 12,625.0 $533K 0.01% +2K +23.4% $42.18 +8.9%
667 INNOVATOR ETFS TRUST 25,075.0 $532K 0.01% $21.23
668 EVTR MORGAN STANLEY ETF TRUST 10,480.0 $531K 0.01% +1K +10.8% $50.71 -0.7%
669 PNOV INNOVATOR ETFS TRUST 11,962.0 $531K 0.01% NEW $44.35 +2.5%
670 QLTI GMO ETF TRUST 19,447.0 $526K 0.01% +8K +64.8% $27.03 +3.6%
671 GRNB VANECK ETF TRUST 21,769.0 $525K 0.01% +416.0 +1.9% $24.14 -0.9%
672 FLXR TCW ETF TRUST 13,334.0 $523K 0.01% +3K +25.9% $39.21 -0.5%
673 DIA PUT STATE STR SPDR DOW JONES IND Financial Services 1,000.0 $522K 0.01% NEW $522.39 +2.5%
674 VRP INVESCO EXCH TRADED FD TR II 21,443.0 $521K 0.01% -177.0 -0.8% $24.31 -0.6%
675 EDF VIRTUS STONE HBR EMRG MKTS I Financial Services 92,964.0 $519K 0.01% $5.58 -7.0%
676 FSYD FIDELITY COVINGTON TRUST 10,631.0 $517K 0.01% NEW $48.67 -0.2%
677 SNOW SNOWFLAKE INC Technology 2,026.0 $516K 0.01% -45.0 -2.2% $254.50 +29.3%
678 FRDM EA SERIES TRUST 7,046.0 $514K 0.01% -1K -17.1% $72.90 -5.1%
679 DRAM ROUNDHILL ETF TRUST 6,954.0 $514K 0.01% NEW $73.85 -23.0%
680 CX CEMEX SA EURO MTN BE 144A Basic Materials 42,732.0 $513K 0.01% +21K +92.7% $12.00 -8.9%
Page 34 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%