Dynamic Advisor Solutions LLC

Position in PPT — Putnam Premier Income Trust

CIK 1599747 PHOENIX, AZ

Position in PPT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$125,245

+$7,467 QoQ

Shares Held

35,887

+8.2% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 16 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $40,498,272 across 42 Asset Management names. PPT ranks #40 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	6,498	$6,248,216
2	ARES	Ares Management Corp	53,717	$5,979,239
3	PTY	Pimco Corporate & Income Opportunity Fund	382,350	$4,599,670
4	BHK	Blackrock Core Bond Trust	479,508	$4,397,088
5	NTRS	Northern Trust Corp	13,867	$2,410,639
6	SPXX	Nuveen S&P 500 Dynamic Overwrite Fund	66,356	$1,236,875
7	GOF	Guggenheim Strategic Opportunities Fund	108,583	$1,185,726
8	BPRE	Bluerock Private Real Estate Fund	90,672	$1,179,642

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$125,245	35,887	+8.2%	Shares	Sole	2026-07-07
2026-03-31	$117,778	33,177	+18.4%	Shares	Sole	2026-04-08
2025-12-31	$99,204	28,024	-9.3%	Shares	Sole	2026-01-09
2025-09-30	$113,984	30,890	-0.6%	Shares	Sole	2025-10-09
2025-06-30	$114,070	31,082	-2.6%	Shares	Sole	2025-07-09
2025-03-31	$115,231	31,920	+6.7%	Shares	Sole	2025-04-17
2024-12-31	$106,504	29,917	+6.3%	Shares	Sole	2025-01-21
2024-09-30	$104,965	28,141	+123.5%	Shares	Sole	2024-10-07
2020-12-31	$58,548	12,591	0.0%	Shares	Sole	2021-02-03
2020-09-30	$56,029	12,591	0.0%	Shares	Sole	2020-10-27
2020-06-30	$59,681	12,591	-23.9%	Shares	Sole	2020-08-05
2020-03-31	$75,164	16,556	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.