Dynamic Advisor Solutions’s Research Solutions RSSS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-365,599
| Closed | -$848K | – | 1097 |
|
|
2026
Q2 | $848K | Buy |
365,599
+47,907
| +15% | +$114K | 0.02% | 524 |
|
|
2026
Q1 | $718K | Buy |
317,692
+28,175
| +10% | +$72K | 0.02% | 546 |
|
|
2025
Q4 | $851K | Buy |
289,517
+13,483
| +5% | +$42K | 0.03% | 501 |
|
|
2025
Q3 | $1.03M | Sell |
276,034
-6,668
| -2% | -$20.4K | 0.03% | 461 |
|
|
2025
Q2 | $811K | Buy |
282,702
+99,009
| +54% | +$271K | 0.03% | 500 |
|
|
2025
Q1 | $478K | Buy |
183,693
+1,111
| +0.6% | +$3.79K | 0.02% | 595 |
|
|
2024
Q4 | $758K | Sell |
182,582
-4,540
| -2% | -$14.3K | 0.03% | 364 |
|
|
2024
Q3 | $511K | Buy |
187,122
+14,950
| +9% | +$40.3K | 0.02% | 613 |
|
|
2024
Q2 | $439K | Buy |
172,172
+50,655
| +42% | +$144K | 0.01% | 657 |
|
|
2024
Q1 | $384K | Sell |
121,517
-6,870
| -5% | -$19.7K | 0.01% | 680 |
|
|
2023
Q4 | $353K | Sell |
128,387
-898
| -0.7% | -$2.2K | 0.01% | 671 |
|
|
2023
Q3 | $323K | Buy |
129,285
+520
| +0.4% | +$1.15K | 0.02% | 636 |
|
|
2023
Q2 | $263K | Buy |
128,765
+4,685
| +4% | +$9.8K | 0.01% | 661 |
|
|
2023
Q1 | $249K | Buy |
124,080
+1,019
| +0.8% | +$2.14K | 0.01% | 642 |
|
|
2022
Q4 | $236K | Buy |
123,061
+4,126
| +3% | +$8.42K | 0.02% | 616 |
|
|
2022
Q3 | $243K | Buy |
118,935
+3,930
| +3% | +$7.32K | 0.02% | 580 |
|
|
2022
Q2 | $205K | Buy |
115,005
+56,380
| +96% | +$110K | 0.02% | 647 |
|
|
2022
Q1 | $125K | Buy |
58,625
+9,271
| +19% | +$20.4K | 0.01% | 701 |
|
|
2021
Q4 | $121K | Buy |
49,354
+5,890
| +14% | +$14.6K | 0.01% | 700 |
|
|
2021
Q3 | $114K | Hold |
43,464
| – | – | 0.01% | 718 |
|
|
2021
Q2 | $124K | Buy |
43,464
+200
| +0.5% | +$474 | 0.01% | 702 |
|
|
2021
Q1 | $100K | Buy |
+43,264
| New | +$102K | 0.01% | 644 |
|
Other funds holding RSSS
Dynamic Advisor Solutions's RSSS Position: Q3 2026 in Review
Dynamic Advisor Solutions sold out of Research Solutions (RSSS) in Q3 2026, closing a stake of 365,599 shares — an estimated $848K sold.
Dynamic Advisor Solutions first reported a position in RSSS in Q1 2021 and held it in 22 quarters. The position peaked at $1.03M in Q3 2025. 1 fund tracked by Wall St. Rank holds RSSS as of Q3 2026.
- Dynamic Advisor Solutions reported no remaining Research Solutions position as of Q3 2026 after selling out during the quarter.
- Dynamic Advisor Solutions sold 365,599 Research Solutions shares in Q3 2026, an estimated $848K.
- Dynamic Advisor Solutions first reported a position in Research Solutions in Q1 2021 and held it in 22 quarters.
- Dynamic Advisor Solutions's Research Solutions position peaked at $1.03M in Q3 2025.
- 1 fund tracked by Wall St. Rank held Research Solutions as of Q3 2026.
Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.