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Global View Capital Management’s Distillate Small/Mid Cash Flow ETF DSMC Stock Holding History

Global View Capital Management’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 		$517K Sell
13,808
-1,465
-10% -$55K 0.14% 85
2025
Q4 		$542K Sell
15,273
-1,458
-9% -$51.4K 0.1% 74
2025
Q3 		$600K Buy
16,731
+2,379
+17% +$83.5K 0.13% 73
2025
Q2 		$467K Buy
14,352
+250
+2% +$7.75K 0.15% 72
2025
Q1 		$445K Sell
14,102
-3,531
-20% -$120K 0.16% 72
2024
Q4 		$615K Buy
+17,633
New +$640K 0.22% 66

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

Global View Capital Management's DSMC Position: Q1 2026 in Review

Global View Capital Management reduced its Distillate Small/Mid Cash Flow ETF (DSMC) stake by 9.6% in Q1 2026, selling an estimated $55K and leaving 13,808 shares worth $517K. The position accounts for 0.14% of the portfolio, ranked #85.

Global View Capital Management first reported a position in DSMC in Q4 2024 and has held it in 6 quarters since. The position peaked at $615K in Q4 2024. 30 funds tracked by Wall St. Rank hold DSMC as of Q1 2026.

  • Global View Capital Management held 13,808 shares of Distillate Small/Mid Cash Flow ETF worth $517K as of Q1 2026.
  • Global View Capital Management sold 1,465 Distillate Small/Mid Cash Flow ETF shares in Q1 2026, an estimated $55K.
  • Distillate Small/Mid Cash Flow ETF made up 0.14% of Global View Capital Management's portfolio in Q1 2026, its #85 holding.
  • Global View Capital Management first reported a position in Distillate Small/Mid Cash Flow ETF in Q4 2024 and has held it in 6 quarters since.
  • Global View Capital Management's Distillate Small/Mid Cash Flow ETF position peaked at $615K in Q4 2024.
  • 30 funds tracked by Wall St. Rank held Distillate Small/Mid Cash Flow ETF as of Q1 2026.

Based on Global View Capital Management's 13F filing for Q1 2026, filed 4 May 2026.