Envestnet Portfolio Solutions’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-61,418	Closed	-$3.33M	–	1551
2025 Q1	$3.33M	Sell	61,418 -296	-0.5%	-$16.5K	0.01%	463
2024 Q4	$3.39M	Buy	61,714 +3,854	+7%	+$219K	0.01%	507
2024 Q3	$3.28M	Sell	57,860 -536	-0.9%	-$29.1K	0.01%	504
2024 Q2	$3M	Buy	58,396 +1,055	+2%	+$54.6K	0.01%	516
2024 Q1	$3.09M	Buy	57,341 +38,342	+202%	+$1.96M	0.01%	515
2023 Q4	$938K	Buy	18,999 +3,116	+20%	+$143K	﹤0.01%	807
2023 Q3	$709K	Buy	+15,883	New	+$729K	﹤0.01%	849

Other funds holding DSTL

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

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

AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Portfolio Solutions's DSTL Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q2 2025, closing a stake of 61,418 shares — an estimated $3.33M sold.

Envestnet Portfolio Solutions first reported a position in DSTL in Q3 2023 and held it in 7 quarters. The position peaked at $3.39M in Q4 2024. 137 funds tracked by Wall St. Rank hold DSTL as of Q2 2025.

Envestnet Portfolio Solutions reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q2 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 61,418 Distillate US Fundamental Stability & Value ETF shares in Q2 2025, an estimated $3.33M.
Envestnet Portfolio Solutions first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2023 and held it in 7 quarters.
Envestnet Portfolio Solutions's Distillate US Fundamental Stability & Value ETF position peaked at $3.39M in Q4 2024.
137 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.