Dynamic Advisor Solutions’s Toyota TM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$260K	Sell	1,543 -1,350	-47%	-$256K	0.01%	913
2026 Q1	$596K	Buy	2,893 +107	+4%	+$24.2K	0.02%	592
2025 Q4	$596K	Buy	2,786 +29	+1%	+$5.88K	0.02%	584
2025 Q3	$527K	Sell	2,757 -6	-0.2%	-$1.13K	0.02%	612
2025 Q2	$476K	Sell	2,763 -104	-4%	-$18.8K	0.01%	618
2025 Q1	$506K	Buy	+2,867	New	+$534K	0.02%	579
2024 Q4	–	Sell	-4,951	Closed	-$884K	–	839
2024 Q3	$884K	Buy	4,951 +431	+10%	+$80.5K	0.03%	486
2024 Q2	$927K	Buy	4,520 +1,457	+48%	+$322K	0.03%	477
2024 Q1	$771K	Buy	3,063 +24	+0.8%	+$5.31K	0.03%	497
2023 Q4	$569K	Buy	3,039 +28	+0.9%	+$5.11K	0.02%	545
2023 Q3	$541K	Buy	+3,011	New	+$514K	0.03%	495

Other funds holding TM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Alliance Private Wealth North Reading, Massachusetts $288M AUM

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return