Aspire Private Capital’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-547	Closed	-$31K	–	293
2024 Q3	$31K	Buy	547 +451	+470%	+$24.5K	0.01%	270
2024 Q2	$4.93K	Buy	+96	New	+$4.97K	﹤0.01%	466

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

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

MIA

Madison Investment Advisors Madison, Wisconsin $8.87B AUM

SRC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

RCA

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

Aspire Private Capital's DSTL Position: Q4 2024 in Review

Aspire Private Capital sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q4 2024, closing a stake of 547 shares — an estimated $31K sold.

Aspire Private Capital first reported a position in DSTL in Q2 2024 and held it in 2 quarters. The position peaked at $31K in Q3 2024. 139 funds tracked by Wall St. Rank hold DSTL as of Q4 2024.

Aspire Private Capital reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 547 Distillate US Fundamental Stability & Value ETF shares in Q4 2024, an estimated $31K.
Aspire Private Capital first reported a position in Distillate US Fundamental Stability & Value ETF in Q2 2024 and held it in 2 quarters.
Aspire Private Capital's Distillate US Fundamental Stability & Value ETF position peaked at $31K in Q3 2024.
139 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.