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Gladstone Institutional Advisory’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Gladstone Institutional Advisory’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
2026
Q1 		– Sell
-127,673
Closed -$7.52M – 849
2025
Q4 		$7.52M Buy
127,673
+617
+0.5% +$35.8K 0.28% 76
2025
Q3 		$7.36M Buy
127,056
+2,337
+2% +$132K 0.28% 77
2025
Q2 		$6.9M Buy
124,719
+4,248
+4% +$226K 0.29% 81
2025
Q1 		$6.53M Buy
120,471
+937
+0.8% +$52.2K 0.3% 79
2024
Q4 		$6.57M Sell
119,534
-4,271
-3% -$243K 0.3% 77
2024
Q3 		$7.02M Sell
123,805
-1,742
-1% -$94.5K 0.34% 73
2024
Q2 		$6.45M Sell
125,547
-4,790
-4% -$248K 0.34% 72
2024
Q1 		$7.03M Sell
130,337
-1,635
-1% -$83.4K 0.39% 60
2023
Q4 		$6.52M Buy
131,972
+123
+0.1% +$5.65K 0.37% 69
2023
Q3 		$5.89M Buy
131,849
+5,585
+4% +$256K 0.38% 64
2023
Q2 		$5.72M Sell
126,264
-428
-0.3% -$18.5K 0.35% 73
2023
Q1 		$5.47M Sell
126,692
-683
-0.5% -$29.1K 0.35% 69
2022
Q4 		$5.2M Buy
127,375
+599
+0.5% +$24.2K 0.37% 64
2022
Q3 		$4.68M Buy
126,776
+35,027
+38% +$1.43M 0.37% 67
2022
Q2 		$3.55M Sell
91,749
-315
-0.3% -$13.2K 0.28% 85
2022
Q1 		$4.1M Sell
92,064
-153
-0.2% -$6.8K 0.28% 94
2021
Q4 		$4.27M Buy
92,217
+574
+0.6% +$25.1K 0.33% 84
2021
Q3 		$3.75M Buy
91,643
+1,574
+2% +$66.6K 0.37% 77
2021
Q2 		$3.75M Sell
90,069
-2,844
-3% -$117K 0.45% 60
2021
Q1 		$3.68M Buy
92,913
+1,042
+1% +$39.2K 0.57% 48
2020
Q4 		$3.34M Buy
91,871
+4,317
+5% +$149K 0.66% 37
2020
Q3 		$2.86M Buy
+87,554
New +$2.82M 0.68% 35

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $2.09B AUM 20.07% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return

Gladstone Institutional Advisory's DSTL Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q1 2026, closing a stake of 127,673 shares — an estimated $7.52M sold.

Gladstone Institutional Advisory first reported a position in DSTL in Q3 2020 and held it in 22 quarters. The position peaked at $7.52M in Q4 2025. 142 funds tracked by Wall St. Rank hold DSTL as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 127,673 Distillate US Fundamental Stability & Value ETF shares in Q1 2026, an estimated $7.52M.
  • Gladstone Institutional Advisory first reported a position in Distillate US Fundamental Stability & Value ETF in Q3 2020 and held it in 22 quarters.
  • Gladstone Institutional Advisory's Distillate US Fundamental Stability & Value ETF position peaked at $7.52M in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.