Carolinas Wealth Consulting’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-9,594	Closed	-$520K	–	243
2025 Q1	$520K	Sell	9,594 -5,399	-36%	-$301K	0.11%	96
2024 Q4	$823K	Buy	14,993 +703	+5%	+$40K	0.16%	72
2024 Q3	$811K	Buy	14,290 +124	+0.9%	+$6.72K	0.15%	77
2024 Q2	$728K	Buy	14,166 +13,173	+1,327%	+$682K	0.14%	79
2024 Q1	$53.5K	Buy	993 +891	+874%	+$45.4K	0.01%	364
2023 Q4	$5.04K	Hold	102	–	–	﹤0.01%	618
2023 Q3	$4.42K	Buy	+102	New	+$4.68K	﹤0.01%	622

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

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carolinas Wealth Consulting's DSTL Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q2 2025, closing a stake of 9,594 shares — an estimated $520K sold.

Carolinas Wealth Consulting first reported a position in DSTL in Q3 2023 and held it in 7 quarters. The position peaked at $823K in Q4 2024. 137 funds tracked by Wall St. Rank hold DSTL as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 9,594 Distillate US Fundamental Stability & Value ETF shares in Q2 2025, an estimated $520K.
Carolinas Wealth Consulting first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2023 and held it in 7 quarters.
Carolinas Wealth Consulting's Distillate US Fundamental Stability & Value ETF position peaked at $823K in Q4 2024.
137 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.