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DSTL icon

Apexium Financial’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Apexium Financial’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
Q3 		$14.3M Buy
247,578
+11,394
+5% +$645K 0.7% 24
2025
Q2 		$13.1M Buy
236,184
+22,066
+10% +$1.17M 0.69% 24
2025
Q1 		$11.6M Buy
214,118
+9,983
+5% +$556K 0.69% 23
2024
Q4 		$11.2M Buy
204,135
+12,776
+7% +$726K 0.68% 25
2024
Q3 		$10.9M Buy
191,359
+20,602
+12% +$1.12M 0.72% 20
2024
Q2 		$8.78M Buy
170,757
+25,007
+17% +$1.29M 0.63% 23
2024
Q1 		$7.86M Buy
145,750
+21,796
+18% +$1.11M 0.6% 24
2023
Q4 		$6.12M Buy
123,954
+24,566
+25% +$1.13M 0.44% 34
2023
Q3 		$4.44M Buy
99,388
+20,239
+26% +$929K 0.44% 34
2023
Q2 		$3.58M Buy
79,149
+16,472
+26% +$712K 0.32% 39
2023
Q1 		$2.7M Buy
62,677
+13,727
+28% +$585K 0.27% 44
2022
Q4 		$2M Buy
48,950
+17,586
+56% +$711K 0.21% 52
2022
Q3 		$1.16M Buy
+31,364
New +$1.28M 0.14% 67

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 $2.09B AUM 20.07% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Apexium Financial's DSTL Position: Q3 2025 in Review

Apexium Financial increased its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 4.8% in Q3 2025, buying an estimated $645K and bringing the position to 247,578 shares worth $14.3M. The position accounts for 0.7% of the portfolio, ranked #24.

Apexium Financial first reported a position in DSTL in Q3 2022 and has held it in 13 quarters since. 127 funds tracked by Wall St. Rank hold DSTL as of Q3 2025.

  • Apexium Financial held 247,578 shares of Distillate US Fundamental Stability & Value ETF worth $14.3M as of Q3 2025.
  • Apexium Financial bought 11,394 Distillate US Fundamental Stability & Value ETF shares in Q3 2025, an estimated $645K.
  • Distillate US Fundamental Stability & Value ETF made up 0.7% of Apexium Financial's portfolio in Q3 2025, its #24 holding.
  • Apexium Financial first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2022 and has held it in 13 quarters since.
  • 127 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.