Financial Enhancement Group’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Financial Enhancement Group’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
2024 Q3	–	Sell	-56,157	Closed	-$3.04M	–	122
2024 Q2	$3.04M	Sell	56,157 -63,358	-53%	-$3.28M	0.49%	52
2024 Q1	$6.15M	Buy	119,515 +2,046	+2%	+$104K	1.01%	38
2023 Q4	$5.74M	Buy	117,469 +3,770	+3%	+$173K	1.01%	37
2023 Q3	$5.15M	Buy	+113,699	New	+$5.22M	0.99%	36

Other funds holding DSTL

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

OFG

Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 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 $743M AUM 17.45% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

SRC

Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

RCA

Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return

AAS

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

Financial Enhancement Group's DSTL Position: Q3 2024 in Review

Financial Enhancement Group sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q3 2024, closing a stake of 56,157 shares — an estimated $3.04M sold.

Financial Enhancement Group first reported a position in DSTL in Q3 2023 and held it in 4 quarters. The position peaked at $6.15M in Q1 2024. 129 funds tracked by Wall St. Rank hold DSTL as of Q3 2024.

Financial Enhancement Group reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q3 2024 after selling out during the quarter.
Financial Enhancement Group sold 56,157 Distillate US Fundamental Stability & Value ETF shares in Q3 2024, an estimated $3.04M.
Financial Enhancement Group first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2023 and held it in 4 quarters.
Financial Enhancement Group's Distillate US Fundamental Stability & Value ETF position peaked at $6.15M in Q1 2024.
129 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q3 2024.

Based on Financial Enhancement Group's 13F filing for Q3 2024, filed 31 Oct 2024.