Focus Partners Wealth
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Focus Partners Wealth’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Focus Partners Wealth’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
Q1 		$440K Sell
11,746
-1,273
-10% -$47.8K ﹤0.01% 2000
2025
Q4 		$462K Buy
+13,019
New +$459K ﹤0.01% 1991

Other funds holding DSMC

KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.13B AUM
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 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

Focus Partners Wealth's DSMC Position: Q1 2026 in Review

Focus Partners Wealth reduced its Distillate Small/Mid Cash Flow ETF (DSMC) stake by 9.8% in Q1 2026, selling an estimated $47.8K and leaving 11,746 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Focus Partners Wealth first reported a position in DSMC in Q4 2025 and has held it in 2 quarters since. The position peaked at $462K in Q4 2025. 30 funds tracked by Wall St. Rank hold DSMC as of Q1 2026.

  • Focus Partners Wealth held 11,746 shares of Distillate Small/Mid Cash Flow ETF worth $440K as of Q1 2026.
  • Focus Partners Wealth sold 1,273 Distillate Small/Mid Cash Flow ETF shares in Q1 2026, an estimated $47.8K.
  • Distillate Small/Mid Cash Flow ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2000 holding.
  • Focus Partners Wealth first reported a position in Distillate Small/Mid Cash Flow ETF in Q4 2025 and has held it in 2 quarters since.
  • Focus Partners Wealth's Distillate Small/Mid Cash Flow ETF position peaked at $462K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.