AWM
DSTL icon

Abound Wealth Management’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Abound Wealth Management’s Portfolio DSTL Stock Details DSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-33
Closed -$1.64K – 1321
2023
Q4 		$1.64K Buy
+33
New +$1.52K ﹤0.01% 680

Other funds holding DSTL

CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Abound Wealth Management's DSTL Position: Q1 2024 in Review

Abound Wealth Management sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q1 2024, closing a stake of 33 shares — an estimated $1.64K sold.

Abound Wealth Management first reported a position in DSTL in Q4 2023 and held it in 1 quarter. The position peaked at $1.64K in Q4 2023. 119 funds tracked by Wall St. Rank hold DSTL as of Q1 2024.

  • Abound Wealth Management reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 33 Distillate US Fundamental Stability & Value ETF shares in Q1 2024, an estimated $1.64K.
  • Abound Wealth Management first reported a position in Distillate US Fundamental Stability & Value ETF in Q4 2023 and held it in 1 quarter.
  • Abound Wealth Management's Distillate US Fundamental Stability & Value ETF position peaked at $1.64K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.