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

Birchcreek 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
2023
Q1 		– Sell
-9,828
Closed -$401K – 132
2022
Q4 		$401K Buy
9,828
+179
+2% +$7.23K 0.36% 72
2022
Q3 		$356K Buy
+9,649
New +$394K 0.33% 71

Other funds holding DSTL

CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Birchcreek Wealth Management's DSTL Position: Q1 2023 in Review

Birchcreek Wealth Management sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q1 2023, closing a stake of 9,828 shares — an estimated $401K sold.

Birchcreek Wealth Management first reported a position in DSTL in Q3 2022 and held it in 2 quarters. The position peaked at $401K in Q4 2022. 77 funds tracked by Wall St. Rank hold DSTL as of Q1 2023.

  • Birchcreek Wealth Management reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q1 2023 after selling out during the quarter.
  • Birchcreek Wealth Management sold 9,828 Distillate US Fundamental Stability & Value ETF shares in Q1 2023, an estimated $401K.
  • Birchcreek Wealth Management first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2022 and held it in 2 quarters.
  • Birchcreek Wealth Management's Distillate US Fundamental Stability & Value ETF position peaked at $401K in Q4 2022.
  • 77 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q1 2023.

Based on Birchcreek Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.