CVSB — MORGAN STANLEY ETF TRUST

Ownership history in Dynamic Advisor Solutions LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in MORGAN STANLEY ETF TRUST (CVSB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2025 Q4)
Avg. % of fund
0.02%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 23,010 +11,249 +95.6% 0.04% $1.2M $50.41
2025 Q3 ADDED 11,761 +2,434 +26.1% 0.02% $596K $49.80
2025 Q2 ADDED 9,327 +2,807 +43.1% 0.01% $473K $49.19
2025 Q1 REDUCED 6,520 -29 -0.4% 0.01% $330K $48.55
2024 Q4 INITIATED 6,549 — — 0.01% $332K $48.05
% of Fund (quarterly)    CVSB price (monthly, adj. close)

Other funds also holding CVSB

As of 2025 Q4 — sorted by position size

Valley Financial Group, Inc. 1.68% ROBINSON SMITH WEALTH ADVISORS LLC 0.29% Mason & Associates Inc 3Y 0.24% Prism Advisors, Inc. 3Y 7Y 0.23% Rossby Financial, LCC 0.2% NATURAL INVESTMENTS, LLC 3Y 0.13% Riverwater Partners LLC 3Y 0.1% Secure Asset Management, LLC 3Y 0.06% PFG Investments, LLC 0.03% Gemmer Asset Management LLC 3Y 7Y 0.03%
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