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Dynamic Advisor Solutions LLC

SEC CIK
0001599747
Latest filing
Jul 7, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed Apr 27, 2021. Long positions only.

Institution overview
Positions
654
No 13F data for Q4 2020
Portfolio value
$1.08B
No 13F data for Q4 2020
Filed
Apr 27, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Dynamic Advisor Solutions LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
TONXTON Strategy CoCOM11,436$16.0K<0.1%––History
GALTGalectin Therapeutics IncCOM NEW10,000$22.0K<0.1%––History
MTNBMatinas BioPharma Holdings, Inc.COM20,625$22.0K<0.1%––History
CHSChico's Fas, Inc.COM10,000$33.0K<0.1%––History
BOSCBos Better Online Solutions LtdSHS NEW NIS 8010,000$36.0K<0.1%––History
NOKNokia CorpSPONSORED ADR10,664$42.0K<0.1%––History
ENLCEnLink Midstream, LLCCOM UNIT REP LTD10,132$43.0K<0.1%––History
RIGLRigel Pharmaceuticals IncCOM NEW17,300$59.0K<0.1%––History
CIKCredit Suisse Asset Management Income Fund, Inc.COM26,549$90.0K<0.1%––History
iShares Tr46428743220 YR TR BD ETF724$98.0K<0.1%–––
HIOWestern Asset High Income Opportunity Fund Inc.COM19,258$98.0K<0.1%––History
DSMBNY Mellon Strategic Municipal Bond Fund, Inc.COM12,506$98.0K<0.1%––History
RSSSResearch Solutions, Inc.COM43,264$100.0K<0.1%––History
PMMFranklin Managed Municipal Income TrustCOM12,636$103.0K<0.1%––History
UVXYProShares Trust IIULTRA VIX SHORT20,000$113.0K<0.1%––History
CXCemex SAB de CVSPON ADR NEW18,096$126.0K<0.1%––History
BRMKBroadmark Realty Capital Inc.COM12,515$131.0K<0.1%––History
SONMDNA X, Inc.COM159,890$131.0K<0.1%––History
SBIWestern Asset Intermediate Muni Fund Inc.COM15,240$142.0K<0.1%––History
MYIBlackRock Muniyield Quality Fund III, Inc.COM10,040$143.0K<0.1%––History
PMOFranklin Municipal Opportunities TrustSH BEN INT11,142$149.0K<0.1%––History
VXXBarclays Bank PLCIPTH SR B S&P14,444$165.0K<0.1%––History
YEXTYext, Inc.COM11,873$172.0K<0.1%––History
AMRNAmarin Corp PLCSPONS ADR NEW27,945$174.0K<0.1%––History
BSLBlackstone Senior Floating Rate 2027 Term FundCOM11,263$175.0K<0.1%––History
AMCAMC Entertainment Holdings, Inc.CL A COM18,566$190.0K<0.1%––History
HLHecla Mining CoCOM33,712$192.0K<0.1%––History
JFRNuveen Floating Rate Income FundCOM20,588$199.0K<0.1%––History
EFTEaton Vance Floating-Rate Income TrustCOM14,082$199.0K<0.1%––History
SLBSLB LimitedStock7,372$200.0K<0.1%––History
NETCloudflare, Inc.CL A COM2,863$201.0K<0.1%––History
PBCTPeople's United Financial, Inc.COM11,241$201.0K<0.1%––History
CSQCalamos Strategic Total Return FundCOM SH BEN INT11,707$202.0K<0.1%––History
ETVEaton Vance Tax-Managed Buy-Write Opportunities FundCOM13,084$203.0K<0.1%––History
Amplify ETF Tr032108102ONLIN RETL ETF1,631$203.0K<0.1%–––
RYRoyal Bank of CanadaStock2,215$204.0K<0.1%––History
First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500ETF2,978$204.0K<0.1%–––
iShares Tr464288117INTL TREA BD ETF3,936$204.0K<0.1%–––
iShares Russell Mid-Cap Value ETF464287473ETF1,875$205.0K<0.1%–––
CTASCintas CorpStock600$205.0K<0.1%––History
KSUKansas City SouthernCOM NEW775$205.0K<0.1%––History
IQVIQVIA Holdings Inc.Stock1,067$206.0K<0.1%––History
VanEck ETF Trust92189F106GOLD MINERS ETF6,350$206.0K<0.1%–––
PTENPatterson Uti Energy IncCOM28,902$206.0K<0.1%––History
DOVDOVER CorpCOM1,500$206.0K<0.1%––History
FSLYFastly, Inc.CL A3,058$206.0K<0.1%––History
Royal Dutch Shell PLC780259206SPONS ADR A5,257$206.0K<0.1%–––
Victory Portfolios II92647N535SHORT TRM BD ETF4,000$207.0K<0.1%–––
WisdomTree Tr97717X651US S CAP QTY DIV4,520$208.0K<0.1%–––
Direxion Shs ETF Tr25460G773WORK FROM HOME3,051$208.0K<0.1%–––
ETF Managers Tr26924G771ETFMG TRAVEL TEC6,675$209.0K<0.1%–––
FAMFirst Trust/Abrdn Global Opportunity Income FundCOM SHS20,871$209.0K<0.1%––History
GSKGSK plcSPONSORED ADR5,874$210.0K<0.1%––History
VLOValero Energy CorpStock2,950$211.0K<0.1%––History
iShares Core MSCI Total International Stock ETF46432F834ETF2,997$211.0K<0.1%–––
Schwab Fundamental U.S. Small Company ETF808524763ETF4,170$211.0K<0.1%–––
iShares Tr464288695GLOBAL MATER ETF2,432$211.0K<0.1%–––
FVRRFiverr International Ltd.ORD SHS972$211.0K<0.1%––History
CRONCronos Group Inc.COM22,427$212.0K<0.1%––History
MGPMGM Growth Properties LLCCL A COM6,514$212.0K<0.1%––History
State Street Materials Select Sector SPDR ETF81369Y100ETF2,726$215.0K<0.1%–––
iShares Inc46434G772MSCI TAIWAN ETF3,579$215.0K<0.1%–––
iShares Tr464287739U.S. REAL ES ETF2,345$216.0K<0.1%–––
iShares U S ETF Tr46431W648U.S. TECH INDEPD4,475$217.0K<0.1%–––
VALEVale S.A.SPONSORED ADS12,473$217.0K<0.1%––History
BCEBce IncCOM NEW4,811$217.0K<0.1%––History
PFGPrincipal Financial Group IncCOM3,656$219.0K<0.1%––History
ABNBAirbnb, Inc.Stock1,173$220.0K<0.1%––History
iShares S&P Small-Cap 600 Growth ETF464287887ETF1,716$220.0K<0.1%–––
J P Morgan Exchange Traded F46641Q779US MOMENTUM5,600$220.0K<0.1%–––
iShares Tr46435G839MSCI EAFE SMCP6,258$220.0K<0.1%–––
GLDMWorld Gold TrustSPDR GLD MINIS12,943$220.0K<0.1%––History
HSTHost Hotels & Resorts, Inc.COM13,160$222.0K<0.1%––History
iShares Tr46436E502US TECH BRKTHR6,330$224.0K<0.1%–––
PRTSCarParts.com, Inc.COM15,756$225.0K<0.1%––History
TDToronto Dominion BankStock3,466$226.0K<0.1%––History
iShares Tr464288760US AER DEF ETF2,189$228.0K<0.1%–––
Vanguard World FD921910816MEGA GRWTH IND1,102$228.0K<0.1%–––
ProShares Tr74347B698RUSS 2000 DIVD3,480$228.0K<0.1%–––
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS3,763$231.0K<0.1%–––
GMGeneral Motors CoCOM4,061$233.0K<0.1%––History
iShares Tr46435U192GENOMICS IMMUN5,125$234.0K<0.1%–––
MARMarriott International IncStock1,590$235.0K<0.1%––History
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT4,605$235.0K<0.1%–––
SPCEVirgin Galactic Holdings, IncCOM7,660$235.0K<0.1%––History
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW4,502$236.0K<0.1%–––
Janus Detroit STR Tr47103U100HENDERSN CAP ETF3,489$236.0K<0.1%–––
WECWec Energy Group, Inc.Stock2,536$237.0K<0.1%––History
FFord Motor CoStock19,391$238.0K<0.1%––History
State Street SPDR Portfolio S&P 500 ETF78464A854ETF5,114$238.0K<0.1%–––
BAXBaxter International IncStock2,841$240.0K<0.1%––History
STWDStarwood Property Trust, Inc.COM9,757$241.0K<0.1%––History
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM5,472$241.0K<0.1%–––
NLYAnnaly Capital Management IncCOM28,070$241.0K<0.1%––History
SWKSSkyworks Solutions, Inc.Stock1,321$242.0K<0.1%––History
LUVSouthwest Airlines CoCOM3,964$242.0K<0.1%––History
iShares Tr464288273EAFE SML CP ETF3,404$245.0K<0.1%–––
ULTAUlta Beauty, Inc.Stock797$246.0K<0.1%––History
GDOWestern Asset Global Corporate Opportunity Fund Inc.COM14,011$247.0K<0.1%––History
METMetlife IncStock4,077$248.0K<0.1%––History

Options (32)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Dynamic Advisor Solutions LLC in Q1 2021
SecurityClassPutsCalls
iShares Tr46428743220 YR TR BD ETF$385.0K–
Invesco QQQ Trust Series I46090E103ETF$164.0K–
SPYSPDR S&P 500 ETF TrustETF$52.0K$0
NFLXNetflix IncStock$24.0K$12.0K
AMZNAmazon Com IncStock$35.0K–
MPMP Materials Corp.COM CL A–$27.0K
AAPLApple Inc.Stock$15.0K$0
TSMTaiwan Semiconductor Manufacturing Co LtdADR–$13.0K
PLTRPalantir Technologies Inc.Stock$10.0K$0
MRKMerck & Co., Inc.Stock–$9.00K
GOOGLAlphabet Inc.Stock–$9.00K
QCOMQualcomm IncStock–$8.00K
State Street Energy Select Sector SPDR ETF81369Y506ETF–$8.00K
OKEONEOK IncCOM–$8.00K
METAMeta Platforms, Inc.Stock$4.00K$3.00K
ARK Innovation ETF00214Q104ETF$2.00K$5.00K
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1–$7.00K
CXCemex SAB de CVSPON ADR NEW–$6.00K
DKNGDraftKings Inc.COM CL A–$6.00K
NEENextera Energy IncStock–$5.00K
VZVerizon Communications IncStock–$4.00K
RTXRTX CorpStock–$4.00K
RIOTRiot Platforms, Inc.COM–$4.00K
BABoeing CoStock–$3.00K
ADIAnalog Devices IncStock–$3.00K
State Street Utilities Select Sector SPDR ETF81369Y886ETF–$3.00K
ARK Next Generation Technology ETF00214Q401ETF–$2.00K
LUVSouthwest Airlines CoCOM–$2.00K
ATVIActivision Blizzard, Inc.COM–$2.00K
iShares Core S&P Small Cap ETF464287804ETF$1.00K–
Amplify Blockchain Technology ETF032108607ETF$1.00K–
TSLATesla, Inc.Stock$1.00K–