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

Centricity 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
2025
Q2 		$35.4K Hold
639
– – 0.03% 208
2025
Q1 		$34.7K Hold
639
– – 0.03% 205
2024
Q4 		$35.1K Buy
+639
New +$36.3K 0.03% 202

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
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 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 $8.39B AUM 16.36% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Centricity Wealth Management's DSTL Position: Q2 2025 in Review

Centricity Wealth Management held its Distillate US Fundamental Stability & Value ETF (DSTL) position steady in Q2 2025 at 639 shares worth $35.4K. The position accounts for 0.03% of the portfolio, ranked #208.

Centricity Wealth Management first reported a position in DSTL in Q4 2024 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold DSTL as of Q2 2025.

  • Centricity Wealth Management held 639 shares of Distillate US Fundamental Stability & Value ETF worth $35.4K as of Q2 2025.
  • Centricity Wealth Management left its Distillate US Fundamental Stability & Value ETF share count unchanged in Q2 2025.
  • Distillate US Fundamental Stability & Value ETF made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #208 holding.
  • Centricity Wealth Management first reported a position in Distillate US Fundamental Stability & Value ETF in Q4 2024 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.