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DSTL icon

Clearstead Advisors’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Clearstead Advisors’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
Q3 		– Sell
-454
Closed -$25.1K – 3137
2025
Q2 		$25.1K Buy
454
+42
+10% +$2.23K ﹤0.01% 1529
2025
Q1 		$22.3K Hold
412
– – ﹤0.01% 1399
2024
Q4 		$22.6K Buy
412
+78
+23% +$4.43K ﹤0.01% 1346
2024
Q3 		$18.9K Hold
334
– – ﹤0.01% 1436
2024
Q2 		$17.2K Buy
+334
New +$17.3K ﹤0.01% 1416

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 $1.86B 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 $1.9B AUM 14.38% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clearstead Advisors's DSTL Position: Q3 2025 in Review

Clearstead Advisors sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q3 2025, closing a stake of 454 shares — an estimated $25.1K sold.

Clearstead Advisors first reported a position in DSTL in Q2 2024 and held it in 5 quarters. The position peaked at $25.1K in Q2 2025. 127 funds tracked by Wall St. Rank hold DSTL as of Q3 2025.

  • Clearstead Advisors reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 454 Distillate US Fundamental Stability & Value ETF shares in Q3 2025, an estimated $25.1K.
  • Clearstead Advisors first reported a position in Distillate US Fundamental Stability & Value ETF in Q2 2024 and held it in 5 quarters.
  • Clearstead Advisors's Distillate US Fundamental Stability & Value ETF position peaked at $25.1K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.