Dynamic Advisor Solutions Llc Activity Analysis: Q2 2026 Portfolio Shifts

As of June 30th, 2026, Dynamic Advisor Solutions Llc, a financial institution focused on investment strategies, has shown activity in its portfolio during the second quarter. The detailed filing provides insights into specific stock purchases and sales that occurred compared to the previous period.

Prominent Purchases Observed During Q2 2026

Dynamic Advisor Solutions Llc demonstrated significant buying activity this quarter, focusing on certain sectors and individual stocks. Notably, they increased their position in Vanguard Index Funds ETF (VO) by a substantial 309.52%, indicating strong confidence in broad market exposure or specific index tracking.

• They also showed considerable interest in Devon Energy Corp NEW (DVN), increasing shares by an impressive 616.36%. This suggests potential strategic allocation towards the energy sector, possibly driven by perceived value or portfolio diversification goals within that space.
• Further analysis reveals a significant purchase of Dominion Energy Inc (D) this quarter, with a share increase of 145.36% (or an absolute increase of 48,171 shares). This substantial addition points towards the investor potentially seeking exposure to regulated utilities or energy infrastructure.
• Additionally, purchases were noted in SPDR Series Trust ETFs like SPLG and SPIB, with increases of 10.81% (35,110 shares) and 8.51% (73,506 shares), respectively. These moves highlight the investor's use of exchange-traded funds as a tool for sector allocation or diversification.
• The filing also indicates buying activity in SCHWAB Strategic Trust ETFs such as SCHX and SCHG, acquiring 72,934 shares (5.69% increase) and 56,904 shares (32.7% increase), respectively. This reinforces the use of multiple fund families within their investment strategy.

These purchases suggest a dynamic approach to portfolio management for Dynamic Advisor Solutions Llc during Q2 2026.

Notable Sales Observed During Q2 2026

In contrast, the investor also exhibited significant selling activity in certain holdings. This indicates a strategic rebalancing or unwinding of specific positions based on market views or portfolio adjustments.

• The most prominent sale was from Fidelity National Financial Inc (FNF), where shares decreased by an alarming 84.34% (or lost 50,777 shares). This suggests a major divestment from the financial services sector, possibly due to valuation concerns or strategic shifts.
• Furthermore, they sold substantial amounts of other ETFs and trusts: exiting positions in INVESCO Actively Managed Exc (GTO) with an 8.65% decrease (losing 70,063 shares), SPDR Series Trust ETF SPLG (-10.81%, losing 35,110 shares), SCHWAB Strategic Trust ETF SCHX (-5.69%, losing 72,934 shares) and FLHY (-8.53%, losing 53,557 shares).
• They also sold J P Morgan Exchange Traded Fund (JPST) with an 8.57% decrease (losing 51,708 shares), suggesting a reduction in exposure to certain fixed income or related strategies.

The significant sales highlight areas where Dynamic Advisor Solutions Llc chose to reduce its footprint during Q2 2026.

Additional Changes and Portfolio Context

Beyond the major buys and sells, there were several other changes observed in Dynamic Advisor Solutions Llc's portfolio during Q2 2026. These include:

• A moderate increase in Amazon COM Inc (AMZN) shares, rising by 1.54%.
• An increase in INVESCO QQQ TR (QQQ), albeit a small one of -3.52% or losing 2,173 shares.
• Significant increases were also noted for other ETFs like FBND (+13.06%), SCHM (+5.23%) and GSLC (+10.81%).
• Conversely, they sold a considerable amount of NVIDIA Corporation (NVDA) shares (-7.49%, losing 11,959 shares), Microsoft Corp (MSFT) (-5.23%, losing 6,871 shares), and Research Solutions Inc (RSSS) (+15.08% or gaining 47,907 shares).

The overall portfolio allocation shows Technology as a major sector with approximately $405 million invested, followed by Consumer Cyclical ($122M), Communication Services ($109M), and others like Financial Services. The filing indicates the investor holds 962 positions in their portfolio.