AWM
DSTL icon

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

Ameliora 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
2025
Q2 		– Sell
-3,532
Closed -$192K – 224
2025
Q1 		$192K Hold
3,532
– – 0.07% 99
2024
Q4 		$194K Hold
3,532
– – 0.07% 98
2024
Q3 		$200K Sell
3,532
-10,000
-74% -$542K 0.08% 81
2024
Q2 		$695K Sell
13,532
-326
-2% -$16.9K 0.32% 47
2024
Q1 		$747K Hold
13,858
– – 0.34% 48
2023
Q4 		$684K Sell
13,858
-3,334
-19% -$153K 0.34% 48
2023
Q3 		$767K Buy
17,192
+1,133
+7% +$52K 0.46% 41
2023
Q2 		$727K Buy
16,059
+13,660
+569% +$591K 0.45% 44
2023
Q1 		$1.03K Buy
+2,399
New +$102K ﹤0.01% 212

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameliora Wealth Management's DSTL Position: Q2 2025 in Review

Ameliora Wealth Management sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q2 2025, closing a stake of 3,532 shares — an estimated $192K sold.

Ameliora Wealth Management first reported a position in DSTL in Q1 2023 and held it in 9 quarters. The position peaked at $767K in Q3 2023. 137 funds tracked by Wall St. Rank hold DSTL as of Q2 2025.

  • Ameliora Wealth Management reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q2 2025 after selling out during the quarter.
  • Ameliora Wealth Management sold 3,532 Distillate US Fundamental Stability & Value ETF shares in Q2 2025, an estimated $192K.
  • Ameliora Wealth Management first reported a position in Distillate US Fundamental Stability & Value ETF in Q1 2023 and held it in 9 quarters.
  • Ameliora Wealth Management's Distillate US Fundamental Stability & Value ETF position peaked at $767K in Q3 2023.
  • 137 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2025.

Based on Ameliora Wealth Management's 13F filing for Q2 2025, filed 23 Jul 2025.