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

Accel 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
2023 Q2	–	Sell	-264	Closed	-$11.4K	–	350
2023 Q1	$11.4K	Hold	264	–	–	﹤0.01%	853
2022 Q4	$10.8K	Hold	264	–	–	0.01%	689
2022 Q3	$10K	Hold	264	–	–	0.01%	727
2022 Q2	$10K	Hold	264	–	–	0.01%	701
2022 Q1	$12K	Hold	264	–	–	0.01%	677
2021 Q4	$12K	Hold	264	–	–	0.01%	671
2021 Q3	$11K	Hold	264	–	–	0.01%	612
2021 Q2	$11K	Buy	+264	New	+$10.9K	0.01%	672

Other funds holding DSTL

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return

EWP

Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

JWM

Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return

Accel Wealth Management's DSTL Position: Q2 2023 in Review

Accel Wealth Management sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q2 2023, closing a stake of 264 shares — an estimated $11.4K sold.

Accel Wealth Management first reported a position in DSTL in Q2 2021 and held it in 8 quarters. The position peaked at $12K in Q1 2022. 83 funds tracked by Wall St. Rank hold DSTL as of Q2 2023.

Accel Wealth Management reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 264 Distillate US Fundamental Stability & Value ETF shares in Q2 2023, an estimated $11.4K.
Accel Wealth Management first reported a position in Distillate US Fundamental Stability & Value ETF in Q2 2021 and held it in 8 quarters.
Accel Wealth Management's Distillate US Fundamental Stability & Value ETF position peaked at $12K in Q1 2022.
83 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.