Dynamic Advisor Solutions’s iShares US Utilities ETF IDU Stock Holding History

Dynamic Advisor Solutions’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-13,756	Closed	-$1.09M	–	754
2021 Q3	$1.09M	Sell	13,756 -2,271	-14%	-$187K	0.08%	273
2021 Q2	$1.26M	Buy	16,027 +1,938	+14%	+$157K	0.1%	237
2021 Q1	$1.12M	Sell	14,089 -728	-5%	-$56K	0.1%	233
2020 Q4	$1.15M	Buy	14,817 +307	+2%	+$23.9K	0.11%	213
2020 Q3	$1.06M	Sell	14,510 -2,094	-13%	-$154K	0.12%	197
2020 Q2	$1.16M	Sell	16,604 -1,184	-7%	-$84.7K	0.16%	161
2020 Q1	$1.23M	Buy	17,788 +2,040	+13%	+$163K	0.22%	128
2019 Q4	$1.28M	Buy	15,748 +1,956	+14%	+$156K	0.17%	153
2019 Q3	$1.12M	Buy	13,792 +4,258	+45%	+$331K	0.17%	144
2019 Q2	$719K	Buy	+9,534	New	+$708K	0.12%	201

Other funds holding IDU

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return