Carson Wealth (CWM LLC)
DSTL icon

Carson Wealth (CWM LLC)’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$76.2K Buy
1,316
+1,206
+1,096% +$72.4K ﹤0.01% 3489
2025
Q4 		$6K Sell
110
-456
-81% -$26.5K ﹤0.01% 4740
2025
Q3 		$33K Buy
566
+515
+1,010% +$29.1K ﹤0.01% 3814
2025
Q2 		$3K Buy
+51
New +$2.71K ﹤0.01% 4754
2024
Q4 		– Sell
-7,449
Closed -$423K – 4962
2024
Q3 		$423K Buy
+7,449
New +$404K ﹤0.01% 1394
2023
Q3 		– Sell
-1,208
Closed -$55K – 4247
2023
Q2 		$55K Buy
1,208
+4
+0.3% +$173 ﹤0.01% 1905
2023
Q1 		$52K Buy
1,204
+4
+0.3% +$170 ﹤0.01% 1845
2022
Q4 		$49K Hold
1,200
– – ﹤0.01% 1746
2022
Q3 		$44K Buy
+1,200
New +$49K ﹤0.01% 1713

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DSTL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 1,096% in Q1 2026, buying an estimated $72.4K and bringing the position to 1,316 shares worth $76.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3489.

Carson Wealth (CWM LLC) first reported a position in DSTL in Q3 2022 and has held it in 9 quarters since. The position peaked at $423K in Q3 2024. 142 funds tracked by Wall St. Rank hold DSTL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,316 shares of Distillate US Fundamental Stability & Value ETF worth $76.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,206 Distillate US Fundamental Stability & Value ETF shares in Q1 2026, an estimated $72.4K.
  • Distillate US Fundamental Stability & Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3489 holding.
  • Carson Wealth (CWM LLC) first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2022 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Distillate US Fundamental Stability & Value ETF position peaked at $423K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.