AWS
DSTL icon

Atria Wealth Solutions’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Atria Wealth Solutions’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
-18,533
Closed -$1.01M – 1565
2025
Q1 		$1.01M Sell
18,533
-3,774
-17% -$210K 0.01% 897
2024
Q4 		$1.23M Sell
22,307
-27,447
-55% -$1.56M 0.01% 850
2024
Q3 		$2.82M Sell
49,754
-31
-0.1% -$1.68K 0.03% 514
2024
Q2 		$2.56M Buy
49,785
+1,485
+3% +$76.9K 0.03% 553
2024
Q1 		$2.6M Buy
48,300
+25,897
+116% +$1.32M 0.03% 546
2023
Q4 		$1.11M Sell
22,403
-198
-0.9% -$9.1K 0.01% 824
2023
Q3 		$1.01M Sell
22,601
-700
-3% -$32.1K 0.01% 807
2023
Q2 		$1.05M Buy
23,301
+5,638
+32% +$244K 0.01% 813
2023
Q1 		$762K Buy
17,663
+70
+0.4% +$2.98K 0.01% 923
2022
Q4 		$718K Buy
17,593
+2,309
+15% +$93.3K 0.01% 911
2022
Q3 		$564K Buy
+15,284
New +$625K 0.01% 960

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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 $743M AUM 17.45% 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 $376B 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