CFD
DSTL icon

Creative Financial Designs’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Creative Financial Designs’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
2021
Q3 		– Sell
-255
Closed -$10.8K – 1400
2021
Q2 		$11K Sell
255
-265
-51% -$10.9K ﹤0.01% 994
2021
Q1 		$21K Sell
520
-1,219
-70% -$45.8K ﹤0.01% 772
2020
Q4 		$63K Buy
+1,739
New +$60.2K 0.01% 459

Other funds holding DSTL

MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return

Creative Financial Designs's DSTL Position: Q3 2021 in Review

Creative Financial Designs sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q3 2021, closing a stake of 255 shares — an estimated $10.8K sold.

Creative Financial Designs first reported a position in DSTL in Q4 2020 and held it in 3 quarters. The position peaked at $63K in Q4 2020. 37 funds tracked by Wall St. Rank hold DSTL as of Q3 2021.

  • Creative Financial Designs reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q3 2021 after selling out during the quarter.
  • Creative Financial Designs sold 255 Distillate US Fundamental Stability & Value ETF shares in Q3 2021, an estimated $10.8K.
  • Creative Financial Designs first reported a position in Distillate US Fundamental Stability & Value ETF in Q4 2020 and held it in 3 quarters.
  • Creative Financial Designs's Distillate US Fundamental Stability & Value ETF position peaked at $63K in Q4 2020.
  • 37 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q3 2021.

Based on Creative Financial Designs's 13F filing for Q3 2021, filed 8 Oct 2021.