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Crumly & Associates’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Crumly & Associates’s Portfolio DSMC Stock Details DSMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$582K Sell
14,429
-639
-4% -$25.1K 0.11% 111
2026
Q1 		$564K Sell
15,068
-1,192
-7% -$44.8K 0.12% 110
2025
Q4 		$577K Sell
16,260
-17,263
-51% -$608K 0.12% 100
2025
Q3 		$1.2M Buy
33,523
+1,414
+4% +$49.6K 0.26% 64
2025
Q2 		$1.04M Sell
32,109
-155,440
-83% -$4.82M 0.25% 61
2025
Q1 		$5.92M Buy
187,549
+5,869
+3% +$199K 1.63% 19
2024
Q4 		$6.35M Sell
181,680
-12,513
-6% -$454K 1.73% 18
2024
Q3 		$7M Sell
194,193
-145,699
-43% -$5.11M 1.94% 17
2024
Q2 		$11.8M Sell
339,892
-8,350
-2% -$295K 3.4% 8
2024
Q1 		$12.9M Sell
348,242
-59,033
-14% -$2.04M 3.39% 7
2023
Q4 		$14M Buy
407,275
+225,214
+124% +$7M 4.08% 3
2023
Q3 		$5.58M Buy
182,061
+11,774
+7% +$365K 2.19% 17
2023
Q2 		$5.13M Buy
+170,287
New +$4.81M 2.06% 18

Other funds holding DSMC

AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Crumly & Associates's DSMC Position: Q2 2026 in Review

Crumly & Associates reduced its Distillate Small/Mid Cash Flow ETF (DSMC) stake by 4.2% in Q2 2026, selling an estimated $25.1K and leaving 14,429 shares worth $582K. The position accounts for 0.11% of the portfolio, ranked #111.

Crumly & Associates first reported a position in DSMC in Q2 2023 and has held it in 13 quarters since. The position peaked at $14M in Q4 2023. 4 funds tracked by Wall St. Rank hold DSMC as of Q2 2026.

  • Crumly & Associates held 14,429 shares of Distillate Small/Mid Cash Flow ETF worth $582K as of Q2 2026.
  • Crumly & Associates sold 639 Distillate Small/Mid Cash Flow ETF shares in Q2 2026, an estimated $25.1K.
  • Distillate Small/Mid Cash Flow ETF made up 0.11% of Crumly & Associates's portfolio in Q2 2026, its #111 holding.
  • Crumly & Associates first reported a position in Distillate Small/Mid Cash Flow ETF in Q2 2023 and has held it in 13 quarters since.
  • Crumly & Associates's Distillate Small/Mid Cash Flow ETF position peaked at $14M in Q4 2023.
  • 4 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.