Avantax Advisory Services’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Avantax Advisory Services’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	$44.3M	Buy	801,110 +28,376	+4%	+$1.51M	0.24%	58
2025 Q1	$41.9M	Buy	772,734 +21,131	+3%	+$1.18M	0.25%	59
2024 Q4	$41.3M	Buy	751,603 +11,066	+1%	+$629K	0.26%	51
2024 Q3	$42M	Sell	740,537 -8,406	-1%	-$456K	0.28%	49
2024 Q2	$38.5M	Buy	748,943 +29,470	+4%	+$1.53M	0.27%	49
2024 Q1	$38.8M	Buy	719,473 +228,294	+46%	+$11.6M	0.34%	37
2023 Q4	$24.2M	Buy	491,179 +20,470	+4%	+$941K	0.24%	58
2023 Q3	$21M	Buy	470,709 +1,926	+0.4%	+$88.4K	0.24%	64
2023 Q2	$21.2M	Sell	468,783 -2,606	-0.6%	-$113K	0.24%	67
2023 Q1	$20.3M	Buy	471,389 +3,915	+0.8%	+$167K	0.25%	62
2022 Q4	$19.1M	Buy	467,474 +9,521	+2%	+$385K	0.25%	57
2022 Q3	$16.9M	Buy	457,953 +25,474	+6%	+$1.04M	0.26%	59
2022 Q2	$16.7M	Sell	432,479 -26,034	-6%	-$1.09M	0.25%	60
2022 Q1	$20.4M	Sell	458,513 -31,746	-6%	-$1.41M	0.28%	54
2021 Q4	$22.7M	Sell	490,259 -750	-0.2%	-$32.8K	0.34%	40
2021 Q3	$20.1M	Buy	491,009 +277	+0.1%	+$11.7K	0.34%	41
2021 Q2	$20.5M	Buy	490,732 +6,195	+1%	+$255K	0.37%	41
2021 Q1	$19.2M	Buy	484,537 +854	+0.2%	+$32.1K	0.41%	38
2020 Q4	$17.6M	Sell	483,683 -38,447	-7%	-$1.33M	0.42%	41
2020 Q3	$17M	Buy	522,130 +58,466	+13%	+$1.88M	0.27%	69
2020 Q2	$14.1M	Buy	463,664 +6,852	+1%	+$196K	0.41%	44
2020 Q1	$11.3M	Buy	456,812 +19,356	+4%	+$560K	0.34%	46
2019 Q4	$13.4M	Buy	437,456 +10,878	+3%	+$320K	0.31%	51
2019 Q3	$11.9M	Buy	426,578 +46,302	+12%	+$1.27M	0.48%	26
2019 Q2	$10.4M	Buy	380,276 +207,331	+120%	+$5.54M	0.46%	28
2019 Q1	$4.5M	Buy	+172,945	New	+$4.32M	0.24%	54

Other funds holding DSTL

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Avantax Advisory Services's DSTL Position: Q2 2025 in Review

Avantax Advisory Services increased its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 3.7% in Q2 2025, buying an estimated $1.51M and bringing the position to 801,110 shares worth $44.3M. The position accounts for 0.24% of the portfolio, ranked #58.

Avantax Advisory Services first reported a position in DSTL in Q1 2019 and has held it in 26 quarters since. 137 funds tracked by Wall St. Rank hold DSTL as of Q2 2025.

Avantax Advisory Services held 801,110 shares of Distillate US Fundamental Stability & Value ETF worth $44.3M as of Q2 2025.
Avantax Advisory Services bought 28,376 Distillate US Fundamental Stability & Value ETF shares in Q2 2025, an estimated $1.51M.
Distillate US Fundamental Stability & Value ETF made up 0.24% of Avantax Advisory Services's portfolio in Q2 2025, its #58 holding.
Avantax Advisory Services first reported a position in Distillate US Fundamental Stability & Value ETF in Q1 2019 and has held it in 26 quarters since.
137 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.