Dynamic Advisor Solutions LLC QTUM — ETF SER SOLUTIONS

Ownership history in Dynamic Advisor Solutions LLC  ·  10 quarters on record

AI Ownership Summary

Dynamic Advisor Solutions LLC reported ETF SER SOLUTIONS (QTUM) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q2. The latest visible filing shows QTUM at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QTUM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dynamic Advisor Solutions LLC's position in ETF SER SOLUTIONS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

QTUM was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QTUM stock page Dynamic Advisor Solutions LLC fund profile Dynamic Advisor Solutions LLC full holdings
How Dynamic Advisor Solutions LLC held QTUM — position size vs. price
% of Fund (quarterly)    QTUM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,798 -144 -3.7% 0.02% $628K 2026-07-07 $151.44
2026 Q1 ADDED — — — 3,942 +95 +2.5% 0.01% $423K 2026-04-08 $115.64
2025 Q4 ADDED — — — 3,847 +79 +2.1% 0.01% $422K 2026-01-09 $116.11
2025 Q3 ADDED — — — 3,768 +51 +1.4% 0.01% $395K 2025-10-09 $111.31
2025 Q2 ADDED — — — 3,717 +310 +9.1% 0.01% $341K 2025-07-09 $92.62
2025 Q1 ADDED — — — 3,407 +126 +3.8% 0.01% $254K 2025-04-17 $69.10
2024 Q4 REDUCED 8.6% -8.0% ✅ 3,281 -310 -8.6% 0.01% $266K 2025-01-21 $83.27
2024 Q3 REDUCED — — — 3,591 -10 -0.3% 0.01% $224K 2024-10-07 $61.40
2024 Q2 ADDED — — — 3,601 +10 +0.3% 0.01% $226K 2024-07-15 $64.83
2024 Q1 INITIATED — — — 3,591 — — 0.01% $220K 2024-04-12 $57.69

🏢 Other funds also holding QTUM

As of 2026 Q2 — sorted by position size

Paller Financial Services Inc 6.75% FOCUS Wealth Advisors, LLC 3Y 2.22% Sonoma Allocations LLC 1.32% David J Yvars Group 3Y 0.63% Gradient Investments LLC 3Y 7Y 0.38% GK Wealth Management LLC 0.17% KERR FINANCIAL PLANNING Corp 0.16% Silverleafe Capital Partners, LLC 3Y 7Y 0.15% Noble Wealth Management PBC 0.07% Hilltop National Bank 0.03%

FAQ About Dynamic Advisor Solutions LLC and QTUM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dynamic Advisor Solutions LLC reported owning QTUM?

Dynamic Advisor Solutions LLC reported QTUM across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported QTUM position in Dynamic Advisor Solutions LLC's portfolio?

The largest reported portfolio weight for QTUM was 0.02% in 2026 Q2.

What is the latest reported QTUM position on this page?

The most recent filing on this page is 2026 Q2, when Dynamic Advisor Solutions LLC reported 3,798 shares, equal to 0.02% of portfolio, with an estimated market value of $628K.

What does the chart on this QTUM ownership page compare?

The chart compares Dynamic Advisor Solutions LLC's quarterly QTUM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Dynamic Advisor Solutions LLC time their QTUM position?

Based on 13F filing dates vs. subsequent QTUM price moves, Dynamic Advisor Solutions LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on QTUM relative to SPY over the holding period was +28.1%.

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