Belpointe Asset Management’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Belpointe Asset 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	$210K	Sell	3,501 -1,093	-24%	-$64.8K	0.01%	1056
2026 Q1	$266K	Hold	4,594	–	–	0.01%	909
2025 Q4	$271K	Sell	4,594 -568	-11%	-$33K	0.01%	848
2025 Q3	$299K	Hold	5,162	–	–	0.01%	799
2025 Q2	$286K	Sell	5,162 -613	-11%	-$32.6K	0.01%	764
2025 Q1	$313K	Sell	5,775 -111	-2%	-$6.19K	0.02%	709
2024 Q4	$330K	Hold	5,886	–	–	0.02%	624
2024 Q3	$334K	Sell	5,886 -109	-2%	-$5.91K	0.02%	632
2024 Q2	$308K	Buy	5,995 +793	+15%	+$41.1K	0.02%	576
2024 Q1	$280K	Buy	+5,202	New	+$265K	0.02%	620
2023 Q2	–	Sell	-5,516	Closed	-$238K	–	1299
2023 Q1	$238K	Sell	5,516 -1,346	-20%	-$57.3K	0.01%	857
2022 Q4	$280K	Sell	6,862 -18,810	-73%	-$760K	0.02%	750
2022 Q3	$947K	Buy	+25,672	New	+$1.05M	0.06%	309

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

Belpointe Asset Management's DSTL Position: Q2 2026 in Review

Belpointe Asset Management reduced its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 24% in Q2 2026, selling an estimated $64.8K and leaving 3,501 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #1056.

Belpointe Asset Management first reported a position in DSTL in Q3 2022 and has held it in 13 quarters since. The position peaked at $947K in Q3 2022. 143 funds tracked by Wall St. Rank hold DSTL as of Q2 2026.

Belpointe Asset Management held 3,501 shares of Distillate US Fundamental Stability & Value ETF worth $210K as of Q2 2026.
Belpointe Asset Management sold 1,093 Distillate US Fundamental Stability & Value ETF shares in Q2 2026, an estimated $64.8K.
Distillate US Fundamental Stability & Value ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1056 holding.
Belpointe Asset Management first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2022 and has held it in 13 quarters since.
Belpointe Asset Management's Distillate US Fundamental Stability & Value ETF position peaked at $947K in Q3 2022.
143 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.