Creative Planning
DSTL icon

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

Creative Planning’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
Q2 		$227K Sell
3,794
-634
-14% -$37.6K ﹤0.01% 3782
2026
Q1 		$256K Buy
+4,428
New +$266K ﹤0.01% 3544

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Creative Planning's DSTL Position: Q2 2026 in Review

Creative Planning reduced its Distillate US Fundamental Stability & Value ETF (DSTL) stake by 14% in Q2 2026, selling an estimated $37.6K and leaving 3,794 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #3782.

Creative Planning first reported a position in DSTL in Q1 2026 and has held it in 2 quarters since. The position peaked at $256K in Q1 2026. 143 funds tracked by Wall St. Rank hold DSTL as of Q2 2026.

  • Creative Planning held 3,794 shares of Distillate US Fundamental Stability & Value ETF worth $227K as of Q2 2026.
  • Creative Planning sold 634 Distillate US Fundamental Stability & Value ETF shares in Q2 2026, an estimated $37.6K.
  • Distillate US Fundamental Stability & Value ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3782 holding.
  • Creative Planning first reported a position in Distillate US Fundamental Stability & Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Creative Planning's Distillate US Fundamental Stability & Value ETF position peaked at $256K in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.