EW
DSTL icon

Evoke Wealth’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-2,635
Closed -$97K – 584
2022
Q3 		$97K Hold
2,635
– – ﹤0.01% 418
2022
Q2 		$102K Hold
2,635
– – ﹤0.01% 410
2022
Q1 		$117K Buy
+2,635
New +$117K ﹤0.01% 413

Other funds holding DSTL

CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $949M AUM 23.78% 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
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Evoke Wealth's DSTL Position: Q4 2022 in Review

Evoke Wealth sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q4 2022, closing a stake of 2,635 shares — an estimated $97K sold.

Evoke Wealth first reported a position in DSTL in Q1 2022 and held it in 3 quarters. The position peaked at $117K in Q1 2022. 70 funds tracked by Wall St. Rank hold DSTL as of Q4 2022.

  • Evoke Wealth reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 2,635 Distillate US Fundamental Stability & Value ETF shares in Q4 2022, an estimated $97K.
  • Evoke Wealth first reported a position in Distillate US Fundamental Stability & Value ETF in Q1 2022 and held it in 3 quarters.
  • Evoke Wealth's Distillate US Fundamental Stability & Value ETF position peaked at $117K in Q1 2022.
  • 70 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.