BCU Wealth Advisors’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

BCU Wealth 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	$308K	Sell	5,136 -792	-13%	-$46.9K	0.1%	59
2026 Q1	$343K	Buy	5,928 +12	+0.2%	+$720	0.13%	48
2025 Q4	$348K	Buy	5,916 +12	+0.2%	+$697	0.13%	45
2025 Q3	$342K	Buy	5,904 +12	+0.2%	+$679	0.14%	47
2025 Q2	$326K	Buy	5,892 +13	+0.2%	+$691	0.15%	45
2025 Q1	$319K	Buy	5,879 +14	+0.2%	+$780	0.17%	39
2024 Q4	$322K	Buy	5,865 +15	+0.3%	+$853	0.18%	41
2024 Q3	$332K	Buy	5,850 +10	+0.2%	+$542	0.2%	39
2024 Q2	$300K	Buy	5,840 +14	+0.2%	+$725	0.22%	40
2024 Q1	$314K	Buy	5,826 +11	+0.2%	+$561	0.27%	37
2023 Q4	$287K	Buy	+5,815	New	+$267K	0.31%	35

Other funds holding DSTL

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $229M AUM 28.06% 1-Year Est. Return