AFP
DSMC icon

Ausdal Financial Partners’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Ausdal Financial Partners’s Portfolio DSMC Stock Details DSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-14,671
Closed -$463K – 701
2025
Q1 		$463K Sell
14,671
-13,313
-48% -$451K 0.03% 410
2024
Q4 		$978K Buy
27,984
+979
+4% +$35.5K 0.08% 216
2024
Q3 		$974K Buy
27,005
+5,019
+23% +$176K 0.1% 200
2024
Q2 		$763K Buy
+21,986
New +$778K 0.08% 216

Other funds holding DSMC

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ausdal Financial Partners's DSMC Position: Q2 2025 in Review

Ausdal Financial Partners sold out of Distillate Small/Mid Cash Flow ETF (DSMC) in Q2 2025, closing a stake of 14,671 shares — an estimated $463K sold.

Ausdal Financial Partners first reported a position in DSMC in Q2 2024 and held it in 4 quarters. The position peaked at $978K in Q4 2024. 27 funds tracked by Wall St. Rank hold DSMC as of Q2 2025.

  • Ausdal Financial Partners reported no remaining Distillate Small/Mid Cash Flow ETF position as of Q2 2025 after selling out during the quarter.
  • Ausdal Financial Partners sold 14,671 Distillate Small/Mid Cash Flow ETF shares in Q2 2025, an estimated $463K.
  • Ausdal Financial Partners first reported a position in Distillate Small/Mid Cash Flow ETF in Q2 2024 and held it in 4 quarters.
  • Ausdal Financial Partners's Distillate Small/Mid Cash Flow ETF position peaked at $978K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q2 2025.

Based on Ausdal Financial Partners's 13F filing for Q2 2025, filed 14 Aug 2025.