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Barry Investment Advisors’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Barry Investment Advisors’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
Q3 		$913K Sell
14,264
-7,522
-35% -$497K 0.17% 45
2026
Q2 		$1.3M Sell
21,786
-4,847
-18% -$287K 0.27% 41
2026
Q1 		$1.54M Sell
26,633
-1,760
-6% -$106K 0.34% 40
2025
Q4 		$1.67M Buy
28,393
+1,344
+5% +$78.1K 0.37% 38
2025
Q3 		$1.57M Buy
27,049
+1,572
+6% +$88.9K 0.36% 44
2025
Q2 		$1.41M Buy
25,477
+3,321
+15% +$177K 0.35% 47
2025
Q1 		$1.2M Buy
22,156
+6,184
+39% +$345K 0.32% 45
2024
Q4 		$877K Buy
15,972
+1,317
+9% +$74.9K 0.28% 50
2024
Q3 		$831K Buy
14,655
+1,147
+8% +$62.2K 0.25% 51
2024
Q2 		$694K Buy
13,508
+4,382
+48% +$227K 0.23% 57
2024
Q1 		$492K Buy
+9,126
New +$465K 0.16% 72

Other funds holding DSTL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return
CC
Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Barry Investment Advisors's DSTL Position: Q3 2026 in Review

Barry Investment Advisors reduced its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 35% in Q3 2026, selling an estimated $497K and leaving 14,264 shares worth $913K. The position accounts for 0.17% of the portfolio, ranked #45.

Barry Investment Advisors first reported a position in DSTL in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.67M in Q4 2025. 15 funds tracked by Wall St. Rank hold DSTL as of Q3 2026.

  • Barry Investment Advisors held 14,264 shares of Distillate US Fundamental Stability & Value ETF worth $913K as of Q3 2026.
  • Barry Investment Advisors sold 7,522 Distillate US Fundamental Stability & Value ETF shares in Q3 2026, an estimated $497K.
  • Distillate US Fundamental Stability & Value ETF made up 0.17% of Barry Investment Advisors's portfolio in Q3 2026, its #45 holding.
  • Barry Investment Advisors first reported a position in Distillate US Fundamental Stability & Value ETF in Q1 2024 and has held it in 11 quarters since.
  • Barry Investment Advisors's Distillate US Fundamental Stability & Value ETF position peaked at $1.67M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q3 2026.

Based on Barry Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.