AO
DSTL icon

Advisor OS’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Advisor OS’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
2022
Q1 		– Sell
-149,906
Closed -$6.94M – 210
2021
Q4 		$6.94M Buy
+149,906
New +$6.56M 1.42% 13

Other funds holding DSTL

CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
JWM
Janiczek Wealth Management Denver, Colorado $477M AUM 15.17% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Advisor OS's DSTL Position: Q1 2022 in Review

Advisor OS sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q1 2022, closing a stake of 149,906 shares — an estimated $6.94M sold.

Advisor OS first reported a position in DSTL in Q4 2021 and held it in 1 quarter. The position peaked at $6.94M in Q4 2021. 54 funds tracked by Wall St. Rank hold DSTL as of Q1 2022.

  • Advisor OS reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q1 2022 after selling out during the quarter.
  • Advisor OS sold 149,906 Distillate US Fundamental Stability & Value ETF shares in Q1 2022, an estimated $6.94M.
  • Advisor OS first reported a position in Distillate US Fundamental Stability & Value ETF in Q4 2021 and held it in 1 quarter.
  • Advisor OS's Distillate US Fundamental Stability & Value ETF position peaked at $6.94M in Q4 2021.
  • 54 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q1 2022.

Based on Advisor OS's 13F filing for Q1 2022, filed 11 May 2022.