Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Cambridge Investment Research Advisors’s Portfolio DSMC Stock Details DSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,470
Closed -$305K – 3501
2024
Q3 		$305K Buy
8,470
+537
+7% +$18.8K ﹤0.01% 2821
2024
Q2 		$275K Buy
7,933
+796
+11% +$28.2K ﹤0.01% 2773
2024
Q1 		$264K Buy
+7,137
New +$247K ﹤0.01% 2806

Other funds holding DSMC

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
MIA
Madison Investment Advisors Madison, Wisconsin $8.87B AUM

Cambridge Investment Research Advisors's DSMC Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of Distillate Small/Mid Cash Flow ETF (DSMC) in Q4 2024, closing a stake of 8,470 shares — an estimated $305K sold.

Cambridge Investment Research Advisors first reported a position in DSMC in Q1 2024 and held it in 3 quarters. The position peaked at $305K in Q3 2024. 29 funds tracked by Wall St. Rank hold DSMC as of Q4 2024.

  • Cambridge Investment Research Advisors reported no remaining Distillate Small/Mid Cash Flow ETF position as of Q4 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 8,470 Distillate Small/Mid Cash Flow ETF shares in Q4 2024, an estimated $305K.
  • Cambridge Investment Research Advisors first reported a position in Distillate Small/Mid Cash Flow ETF in Q1 2024 and held it in 3 quarters.
  • Cambridge Investment Research Advisors's Distillate Small/Mid Cash Flow ETF position peaked at $305K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.