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 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

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

Barry Investment Advisors's DSTL Position: Q2 2026 in Review

Barry Investment Advisors reduced its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 18% in Q2 2026, selling an estimated $287K and leaving 21,786 shares worth $1.3M. The position accounts for 0.27% of the portfolio, ranked #41.

Barry Investment Advisors first reported a position in DSTL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.67M in Q4 2025. 143 funds tracked by Wall St. Rank hold DSTL as of Q2 2026.

Barry Investment Advisors held 21,786 shares of Distillate US Fundamental Stability & Value ETF worth $1.3M as of Q2 2026.
Barry Investment Advisors sold 4,847 Distillate US Fundamental Stability & Value ETF shares in Q2 2026, an estimated $287K.
Distillate US Fundamental Stability & Value ETF made up 0.27% of Barry Investment Advisors's portfolio in Q2 2026, its #41 holding.
Barry Investment Advisors first reported a position in Distillate US Fundamental Stability & Value ETF in Q1 2024 and has held it in 10 quarters since.
Barry Investment Advisors's Distillate US Fundamental Stability & Value ETF position peaked at $1.67M in Q4 2025.
143 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.