Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s ATI ATI Stock Holding History

Dynamic Advisor Solutions’s Portfolio ATI Stock Details ATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$266K Buy
1,405
+198
+16% +$39.5K 0.01% 877
2026
Q2 		$238K Buy
+1,207
New +$205K 0.01% 942

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Mengis Capital Management
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ASR Vermogensbeheer
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Hennion & Walsh Asset Management
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Concurrent Investment Advisors
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Wealth Enhancement Advisory Services
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Dynamic Advisor Solutions's ATI Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its ATI (ATI) stake by 16% in Q3 2026, buying an estimated $39.5K and bringing the position to 1,405 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #877.

Dynamic Advisor Solutions first reported a position in ATI in Q2 2026 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold ATI as of Q3 2026.

  • Dynamic Advisor Solutions held 1,405 shares of ATI worth $266K as of Q3 2026.
  • Dynamic Advisor Solutions bought 198 ATI shares in Q3 2026, an estimated $39.5K.
  • ATI made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #877 holding.
  • Dynamic Advisor Solutions first reported a position in ATI in Q2 2026 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held ATI as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.