Axxcess Wealth Management’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Axxcess Wealth Management’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
2026 Q2	$4.84M	Buy	+80,779	New	+$4.79M	0.08%	236
2026 Q1	–	Sell	-81,591	Closed	-$4.81M	–	554
2025 Q4	$4.81M	Buy	+81,591	New	+$4.74M	0.08%	216
2024 Q3	–	Sell	-9,348	Closed	-$480K	–	904
2024 Q2	$480K	Sell	9,348 -151	-2%	-$7.82K	0.01%	530
2024 Q1	$512K	Sell	9,499 -119	-1%	-$6.07K	0.01%	528
2023 Q4	$475K	Sell	9,618 -28	-0.3%	-$1.29K	0.01%	529
2023 Q3	$431K	Buy	9,646 +995	+12%	+$45.7K	0.01%	510
2023 Q2	$392K	Buy	+8,651	New	+$374K	0.03%	398

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

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Axxcess Wealth Management's DSTL Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Distillate US Fundamental Stability & Value ETF (DSTL) in Q2 2026: 80,779 shares worth $4.84M. The stake represents 0.08% of the portfolio and ranks #236 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DSTL as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DSTL in Q2 2023 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold DSTL as of Q2 2026.

Axxcess Wealth Management held 80,779 shares of Distillate US Fundamental Stability & Value ETF worth $4.84M as of Q2 2026.
Distillate US Fundamental Stability & Value ETF was a new Axxcess Wealth Management position in Q2 2026.
Distillate US Fundamental Stability & Value ETF made up 0.08% of Axxcess Wealth Management's portfolio in Q2 2026, its #236 holding.
Axxcess Wealth Management first reported a position in Distillate US Fundamental Stability & Value ETF in Q2 2023 and has held it in 7 quarters since.
143 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.