HWP
DSTL icon

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

Hibernia Wealth Partners’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 		$1.38M Buy
23,897
+459
+2% +$27.6K 0.41% 30
2025
Q4 		$1.38M Buy
23,438
+11,651
+99% +$677K 0.42% 27
2025
Q3 		$683K Sell
11,787
-11,609
-50% -$657K 0.44% 24
2025
Q2 		$1.29M Buy
23,396
+11,710
+100% +$622K 0.47% 25
2025
Q1 		$634K Buy
11,686
+867
+8% +$48.3K 0.45% 21
2024
Q4 		$594K Sell
10,819
-9,445
-47% -$537K 0.45% 30
2024
Q3 		$1.15M Buy
20,264
+1,046
+5% +$56.7K 0.4% 32
2024
Q2 		$988K Buy
19,218
+10,094
+111% +$523K 0.34% 30
2024
Q1 		$492K Buy
9,124
+3,861
+73% +$197K 0.33% 42
2023
Q4 		$260K Buy
5,263
+4,432
+533% +$204K 0.2% 54
2023
Q3 		$37.1K Buy
+831
New +$38.2K 0.03% 100

Other funds holding DSTL

SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $743M AUM 17.45% 1-Year Est. Return
OFG
Oxford Financial Group Carmel, Indiana $1.86B AUM 19.25% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $948M AUM 23.78% 1-Year Est. Return